Matthew T Royer
Investment adviser representative at Platform Wealth Advisors
13 yearsExperience
1 stateRegistered in
$509MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Platform Wealth AdvisorsMay 2026 to now
- Platform Wealth Management, LLC dba Platform Wealth AdvisorsOct 2024 to now
- Platform Accounting GroupJan 2023 to Oct 2024
- Mercer Community CollegeJul 2021 to Dec 2022
- Tomlin & Associates LLCFeb 2021 to Jun 2021
- Atr International/abbott LaboratoriesNov 2020 to Jan 2021
- Benjamin's Cows & CrabsMar 2019 to Nov 2020
- AflacOct 2018 to Jul 2019
- Oakwood Country ClubSep 2017 to Nov 2020
- Bridgewater CollegeSep 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Platform Wealth Advisors
Legal name: Platform Wealth Management, LLC
$509MAssets managed
270Clients
11Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8104213
- Firm CRD
- 329313