Matthew L. Larson
Professional summary
Matthew Lewton Larson, who also goes by Matt Larson, Matthew Lewton Larson, is a registered financial professional currently at ARETE WEALTH MANAGEMENT, LLC located in New York, New York.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 1983. Matthew has worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Lewton Larson's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 15, 2025 - Present
ARETE WEALTH MANAGEMENT, LLC
Office #1: 5 Hanover Sq. 12th Floor, New York, NY 10004July 20, 2022 - October 21, 2025
ARETE WEALTH MANAGEMENT, LLC
July 19, 2022 - January 6, 2025
ARETE WEALTH ADVISORS, LLC
December 5, 2019 - July 20, 2022
B. RILEY WEALTH ADVISORS, INC.
October 3, 2018 - July 20, 2022
NATIONAL SECURITIES CORPORATION
July 7, 2017 - October 16, 2018
WELLS FARGO CLEARING SERVICES, LLC
June 1, 2009 - July 10, 2017
MORGAN STANLEY
April 27, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
January 3, 2003 - May 3, 2007
OPPENHEIMER & CO. INC.
June 12, 1998 - January 3, 2003
CIBC WORLD MARKETS CORP.
October 8, 1991 - June 6, 1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 13, 1987 - October 9, 1991
MORGAN STANLEY & CO. LLC
January 19, 1983 - January 27, 1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/19/2025)
(12/16/2025)
(12/15/2025)
(12/16/2025)
(12/19/2025)
(12/15/2025)
(12/16/2025)
(12/16/2025)
(12/15/2025)
Exams
FINRA
Current Firm
ARETE WEALTH MANAGEMENT, LLC
CRD#: 44856 / SEC#: , 8-50854
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ARETE WEALTH INC | DIRECT OWNER | |
| BULLA, CHRISTIAN ALEXANDER | MUNICIPAL SECURITIES PRINCIPAL | 7067640 |
| CUCHARALE, CATHERINE | CHIEF COMPLIANCE OFFICER / AML COMPLIANCE OFFICER | 3054881 |
| HOCK, DAVID CARL | CHIEF FINANCIAL OFFICER / FINANCIAL & OPERATIONS PRINCIPAL (FINOP) | 2246268 |
| LEVINE, DAVID CHARLES | CHIEF EXECUTIVE OFFICER | |
| RAYNER, MICAH HARDING | REGISTERED OPTIONS PRINCIPAL | 6252596 |
| TROUSDALE, LAUREN NICOLE | FINANCIAL OPERATIONS PRINCIPAL | 5622407 |
Disclosures
| Regulatory Event | 2 |
| Civil Event | 1 |
| Arbitration | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
