Matthew W. Anderson

BRIGHT ROAD WEALTH MANAGEMENT

Anchorage, AK 99503

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CRD#: 2894797

Professional summary

Matthew Willie Anderson is a registered financial advisor currently at BRIGHT ROAD WEALTH MANAGEMENT, LLC located in Anchorage, Alaska.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Matthew has worked at 5 firms and has passed the Series 65, Series 66, Series 63 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Willie Anderson'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

April 17, 2018 - Present

BRIGHT ROAD WEALTH MANAGEMENT, LLC

Office #1: 405 W. 36th Avenue Suite 212, Anchorage, AK 99503

RIA

CRD#: 164408

Anchorage, AK

Past

November 23, 2004 - March 14, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

ANCHORAGE, AK

Past

November 23, 2004 - March 14, 2011

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ANCHORAGE, AK

Past

September 6, 2002 - October 20, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Past

November 25, 2001 - September 12, 2002

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

PORTLAND, OR

Past

July 3, 2001 - September 12, 2002

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

June 30, 1997 - July 19, 2001

PHILLIPS & COMPANY

CRD#: 35800

PORTLAND, OR

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".

BRIGHT ROAD WEALTH MANAGEMENT, LLC

CRD#: 164408 / SEC#: 801-117890

RIA

Registered Investment Advisory firm - (1/16/2020 Approved)

Alaska

Registered Investment Advisory firm - (6/4/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/20/2021 Terminated)

Washington

Registered Investment Advisory firm - (6/22/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Alaska
(4/17/2018)

IAR

Texas
(4/17/2018)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/10/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/10/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/2/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/27/1997

General Securities Representative Examination

Current Firm

BRIGHT ROAD WEALTH MANAGEMENT, LLC

CRD#: 164408 / SEC#: 801-117890

RIA

Registered Investment Advisory firm - (1/16/2020 Approved)

Alaska

Registered Investment Advisory firm - (6/4/2021 Terminated)

Texas

Registered Investment Advisory firm - (5/20/2021 Terminated)

Washington

Registered Investment Advisory firm - (6/22/2021 Terminated)

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Contact information

Main Address

405 W. 36th Avenue Suite 212, Anchorage, AK 99503

Mailing Address

Phone number

(907) 339-1555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/19/2025)

Regulatory assets under management

Total Number of Accounts	1,919
AUM (Assets Under Management)	$ 349,477,061

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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Firm Stability Insights

Matthew W. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Willie Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

EDWARD JONES

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

PHILLIPS & COMPANY

Primary Firm SEC Registration

BRIGHT ROAD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/10/2018

Series 66

Date: 8/10/2001

Series 63

Date: 7/2/1997

Series 7

Date: 6/27/1997

Current Firm

BRIGHT ROAD WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BRIGHT ROAD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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