Matthew Curtis Swales
Investment adviser representative at Kintra Wealth, LLC
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
7 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Kintra Wealth, LLCOct 2025 to now
- EuroopticNov 2023 to Oct 2025
- Maxwell Locke & RitterMay 2023 to Nov 2023
- Baker Tilly USMay 2019 to May 2023
- Bloomsburg UniversitySep 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Kintra Wealth, LLC
$1.5BAssets managed
2,914Clients
39Advisers
7 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
- 8209261
- Firm CRD
- 299407