MW
Matthew W. Wineriter
FIRST COMMAND ADVISORY SERVICES
Concord, NH 03301
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CRD#: 4254728
MW
Professional summary
Matthew Wesley Wineriter, ChFC®, who also goes by Matt Wineriter, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Concord, New Hampshire and FIRST COMMAND BROKERAGE SERVICES, INC. located in Concord, New Hampshire.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Matthew has worked at 3 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Wineriter
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.
Name of the other business: Mashloch, Inc (S-Corporation) Whether the business is investment-related: Yes Address of the other business: Canterbury, NH Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: President The start date of your relationship: Sep 21, 2024 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: This is my umbrella S-Corporation that is solely used for my financial advising practice.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Wesley Wineriter's 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®
Experience
Current
December 15, 2015 - Present
FIRST COMMAND ADVISORY SERVICES
Office #1: 6 Loudon Road Suite 403, Concord, NH 03301RIA
CRD#: 281958
Concord, NH
Current
September 8, 2000 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 6 Loudon Road Suite 401, Concord, NH 03301BD
CRD#: 3641
Concord, NH
Past
September 2, 2005 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
NEWPORT, RI
Past
April 12, 2004 - September 2, 2005
FIRST COMMAND BANK
RIA
CRD#: 128851
FORT WORTH, TX
Past
July 23, 2003 - April 12, 2004
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
NEWPORT, RI
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".
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 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.RR
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
RR
Alabama(8/22/2022)
RR
Arizona(8/23/2023)
RR
California(8/22/2022)
RR
Colorado(9/8/2000)
RR
Connecticut(9/15/2020)
IAR
Connecticut(11/30/2020)
RR
Delaware(8/22/2022)
RR
District of Columbia(9/13/2023)
RR
Florida(2/1/2017)
RR
Georgia(8/22/2022)
RR
Illinois(8/22/2022)
RR
Iowa(8/22/2022)
RR
Maine(1/4/2012)
IAR
Maine(12/15/2015)
RR
Maryland(8/22/2022)
RR
Massachusetts(1/4/2012)
IAR
Massachusetts(12/15/2015)
RR
Michigan(8/22/2022)
RR
Minnesota(10/16/2024)
RR
Missouri(10/11/2022)
RR
Montana(8/22/2022)
RR
Nevada(5/8/2025)
RR
New Hampshire(1/4/2012)
IAR
New Hampshire(12/15/2015)
RR
New Jersey(8/22/2022)
RR
New Mexico(12/6/2023)
RR
New York(9/15/2020)
IAR
New York(12/9/2021)
RR
North Carolina(8/22/2022)
RR
Ohio(8/22/2022)
RR
Oregon(8/22/2022)
RR
Pennsylvania(8/22/2022)
RR
Rhode Island(1/4/2012)
IAR
Rhode Island(12/15/2015)
RR
South Carolina(8/22/2022)
RR
Tennessee(2/13/2018)
RR
Texas(8/22/2022)
IAR
Texas(8/22/2022)
RR
Utah(5/29/2025)
RR
Vermont(1/4/2012)
IAR
Vermont(6/9/2025)
RR
Virginia(8/22/2022)
IAR
Virginia(7/3/2025)
RR
Washington(9/28/2021)
RR
Wisconsin(6/23/2025)
RR
Wyoming(9/21/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
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Contact information
Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109
Mailing Address
Po Box 2387, Fort Worth, TX 76113-2387
Phone number
(817) 731-8621
Established
Firm type
Fiscal year end
# of Employees
1,787
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
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.
