Matthew P. Barton
Professional summary
Matthew Porter Barton, who also goes by Matt Barton, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in Cheney, Washington.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Matthew has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Porter Barton's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 25, 2023 - Present
MISSIONSQUARE RETIREMENT
July 18, 2022 - August 21, 2023
FARTHER
September 30, 2019 - November 1, 2022
MY PORTFOLIO GUIDE, LLC
May 24, 2007 - May 13, 2019
FISHER INVESTMENTS
January 19, 2000 - July 11, 2002
CHARLES SCHWAB & CO., INC.
September 27, 1999 - July 11, 2002
CHARLES SCHWAB & CO., INC.
June 22, 1995 - August 24, 1999
CURREN & COMPANY
Primary Firm SEC Registration
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/27/2024)
(8/25/2023)
(8/28/2023)
(8/25/2023)
(11/27/2024)
(8/25/2023)
Exams
Current Firm
MISSIONSQUARE RETIREMENT
CRD#: 108783 / SEC#: 801-18273
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 58,580 |
| AUM (Assets Under Management) | $ 5,959,398,729 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/28/2025 | ||
| 01/27/2025 | ||
| 10/27/2023 | ||
| 01/27/2023 |
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.
