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Matthew Patrick Collins

Matthew Patrick Collins

CFP®
M.P. COLLINS WEALTH ADVISOR ALLIANCE
PITTSBURGH, PA
·CRD# 4301442·25 years registered

Professional Summary

Matthew Patrick Collins, CFP® is a registered financial advisor currently at M.P. COLLINS WEALTH ADVISOR ALLIANCE, LLC located in Pittsburgh, Pennsylvania. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Matthew has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 1995

Years of Experience

25 years registered in the securities industry

Current & Past Employments

Current

M.P. COLLINS WEALTH ADVISOR ALLIANCE, LLCCurrent·CRD# 139614
RIA
275 Curry Hollow Road, Suite 230, Pittsburgh, PA 15236
March 24, 2006 - Present

Past

LEGG MASON WOOD WALKER, INCORPORATEDPast·CRD# 6555
BD
Baltimore, MD
September 15, 2001 - February 2, 2006
HOWARD WEIL INCORPORATEDPast·CRD# 30958
BD
New Orleans, LA
February 5, 2001 - September 15, 2001

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Current Firm

MC
M.P. COLLINS WEALTH ADVISOR ALLIANCE, LLC

M.P. COLLINS WEALTH ADVISOR ALLIANCE, LLC

CRD#: 139614
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (3/23/2006 Approved)

Contact Information

Main Address

300 Weyman Road Suite 300, Pittsburgh, PA 15236

Phone Number

(412) 653-9600

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
IAR
Pennsylvania
(3/24/2006)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2001About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2001About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew Patrick Collins's CRS (Customer Relationship Summary).

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