Matthew G. Presjak

ENCOMPASS WEALTH ADVISORS

Portland, OR 97224

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CRD#: 1767195

Professional summary

Matthew Gibson Presjak is a registered financial advisor currently at ENCOMPASS WEALTH ADVISORS, LLC located in Portland, Oregon and PURSHE KAPLAN STERLING INVESTMENTS located in Portland, Oregon.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Matthew has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. ENCOMPASS WEALTH ADVISORS, LL; INVESTMENT RELATED; 15350 SW SEQUOIA PKWY, STE 250, PORTLAND, OR 97224; RIA; PRINCIPAL; START DATE 07/15/2014; FULL-TIME 2. Fixed Insurance-Not investment related-015350 SW Sequoia Parkway, Ste 250, Portland, OR 97224-Insurance-Agent-7/2017-10 hrs/mth-1 during trading hrs-Assist clients with insurance needs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Gibson Presjak's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 15, 2014 - Present

ENCOMPASS WEALTH ADVISORS, LLC

Office #1: 15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224

RIA

CRD#: 170807

Portland, OR

Current

July 15, 2014 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224

CRD#: 35747

Portland, OR

Past

June 1, 2009 - July 23, 2014

MORGAN STANLEY

RIA

CRD#: 149777

PORTLAND, OR

Past

June 1, 2009 - July 23, 2014

MORGAN STANLEY

CRD#: 149777

PORTLAND, OR

Past

April 17, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

PORTLAND, OR

Past

April 17, 2009 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

PORTLAND, OR

Past

February 9, 2007 - May 4, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WEEHAWKEN, NJ

Past

February 9, 2007 - May 4, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

October 15, 1999 - February 9, 2007

KEYBANC CAPITAL MARKETS INC.

RIA

CRD#: 566

PORTLAND, OR

Past

May 14, 1999 - February 9, 2007

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

PORTLAND, OR

Past

January 2, 1998 - May 14, 1999

KEY INVESTMENTS INC.

CRD#: 15873

CLEVELAND, OH

Past

September 24, 1996 - December 8, 1997

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

September 20, 1993 - October 10, 1996

PACIFIC CREST SECURITIES LLC

CRD#: 6619

PORTLAND, OR

Past

July 31, 1993 - September 16, 1993

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

November 25, 1987 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENCOMPASS WEALTH ADVISORS, LLC

AMBERBION CAPITAL ADVISORS, LLC | ENCOMPASS WEALTH ADVISORS, LLC

CRD#: 170807 / SEC#: 801-79393

RIA

Registered Investment Advisory firm - (3/24/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Arizona
(11/14/2023)

Arizona
(10/6/2025)

California
(8/31/2017)

IAR

California
(1/3/2020)

IAR

Ohio
(9/21/2025)

Ohio
(10/1/2025)

Oregon
(7/15/2014)

IAR

Oregon
(7/17/2014)

IAR

Texas
(1/2/2020)

Texas
(10/2/2024)

Washington
(7/18/2014)

IAR

Washington
(1/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/2/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/25/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/21/1987

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/21/1987

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ENCOMPASS WEALTH ADVISORS, LLC

AMBERBION CAPITAL ADVISORS, LLC | ENCOMPASS WEALTH ADVISORS, LLC

CRD#: 170807 / SEC#: 801-79393

RIA

Registered Investment Advisory firm - (3/24/2014 Approved)

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Contact information

Main Address

15350 Sw Sequoia Parkway Suite 250, Portland, OR 97224

Mailing Address

Phone number

(971) 371-3451

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENCOMPASS WEALTH ADVISORS, LLC - FORM ADV 2 A DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,103
AUM (Assets Under Management)	$ 413,314,010

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.

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Matthew G. Presjak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Gibson Presjak's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

KEYBANC CAPITAL MARKETS INC.

KEYBANC CAPITAL MARKETS INC.

KEY INVESTMENTS INC.

PRUDENTIAL EQUITY GROUP, LLC

PACIFIC CREST SECURITIES LLC

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

ENCOMPASS WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/1992

Series 63

Date: 11/25/1987

SIE

Date: 10/1/2018

Series 3

Date: 12/21/1987

Series 7

Date: 11/21/1987

FINRA

Current Firm

ENCOMPASS WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENCOMPASS WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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