Mathew P. Coyle

ADVANCED CAPITAL GROUP

Minneapolis, MN 55402

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CRD#: 4016002

Professional summary

Mathew Phillip Coyle, CFP® is a registered financial advisor currently at ADVANCED CAPITAL GROUP located in Minneapolis, Minnesota.

Mathew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mathew has worked at 6 firms and has passed the 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 Mathew Phillip Coyle'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

May 7, 2019 - Present

ADVANCED CAPITAL GROUP

Office #1: 50 South Sixth Street Suite 975, Minneapolis, MN 55402

RIA

CRD#: 109673

Minneapolis, MN

Past

January 10, 2014 - November 9, 2017

SOVEREIGN WEALTH SOLUTIONS, INC.

RIA

CRD#: 150492

EXCELSIOR, MN

Past

September 27, 2005 - May 16, 2008

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

MINNEAPOLIS, MN

Past

November 6, 2003 - June 25, 2004

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

July 25, 2000 - October 25, 2001

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

March 30, 2000 - May 2, 2000

MJK CLEARING, INC.

CRD#: 8678

MINNEAPOLIS, MN

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".

ADVANCED CAPITAL GROUP

ADVANCED CAPITAL GROUP | ALERA GROUP, INC. | ADVANCED CAPITAL GROUP, INC.

CRD#: 109673 / SEC#: 801-65944

RIA

Registered Investment Advisory firm - (1/31/2006 Approved)

Illinois

Registered Investment Advisory firm - (1/10/2018 Terminated)

Michigan

Registered Investment Advisory firm - (2/7/2018 Terminated)

Wisconsin

Registered Investment Advisory firm - (2/1/2018 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

Iowa
(5/7/2019)

IAR

Minnesota
(5/7/2019)

IAR

Wisconsin
(5/7/2019)

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 66

Date: 10/29/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/14/2000

General Securities Representative Examination

Current Firm

ADVANCED CAPITAL GROUP

ADVANCED CAPITAL GROUP | ALERA GROUP, INC. | ADVANCED CAPITAL GROUP, INC.

CRD#: 109673 / SEC#: 801-65944

RIA

Registered Investment Advisory firm - (1/31/2006 Approved)

Illinois

Registered Investment Advisory firm - (1/10/2018 Terminated)

Michigan

Registered Investment Advisory firm - (2/7/2018 Terminated)

Wisconsin

Registered Investment Advisory firm - (2/1/2018 Terminated)

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Contact information

Main Address

50 South Sixth Street Suite 975, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 230-3000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	363
AUM (Assets Under Management)	$ 27,844,415,264

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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Advisor Monitoring

Firm Stability Insights

Mathew P. Coyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew Phillip Coyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOVEREIGN WEALTH SOLUTIONS, INC.

WELLS FARGO INVESTMENTS, LLC

PIPER SANDLER & CO.

RBC CAPITAL MARKETS, LLC

MJK CLEARING, INC.

Primary Firm SEC Registration

ADVANCED CAPITAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2003

Series 63

Date: 3/28/2000

Series 7

Date: 3/14/2000

Current Firm

ADVANCED CAPITAL GROUP

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVANCED CAPITAL GROUP

TRUST BUT VERIFY

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