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Matthew Kay Stewart

Matthew K. Stewart

SUMMIT RIDGE ADVISORS
MAPLETON, UT 84664
Some features on this profile are disabled
CRD#: 4400119
Matthew Kay Stewart
Matthew Kay StewartSUMMIT RIDGE ADVISORS

Professional summary

Matthew Kay Stewart, CFP®, who also goes by Matt K Stewart, is a registered financial advisor currently at SUMMIT RIDGE ADVISORS located in Mapleton, Utah.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Aliases

Matt K Stewart

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 other business: MA Stewart, LLC - Investment-related: No - Address: 2074/2076 S California Ave, Provo, UT 84606 - Nature of the other business: Duplex rental property - Position/title/duties: Co-Owner/landlord activities - Start date: 03/2019 - Approximate number of hours/month devoted to the other business: less than 1 hour - Number of hours devoted during securities trading hours: less than 1 hour - Name of other business: Matt Stewart & Associates, LLC - Investment-related: No - Address: 724 S 1600 W #230, Mapleton, UT 84664 - Nature of the other business: Provides financial education seminars - Position/title/duties: Co-Owner - Start date: 11/2006 - Approximate number of hours/month devoted to the other business: 1 hour - Number of hours devoted during securities trading hours: 1 hour Matthew Stewart is currently a licensed insurance agent. This may present a conflict of interest because Matthew Stewart has the ability to sell insurance products to clients for additional compensation, however, as a fee only financial advisor Matthew Stewart no longer sells commissionable insurance products. This activity is no longer performed and is not-investment related. Matthew Stewart co-owns a rental townhome, in which he performs landlord activities including paying taxes, city bills, collecting rents, maintaining and repairing items at rental unit, showing property when vacant and other common items for the rental property. This activity generally takes less than one hour per month and is not investment related. Clients are not solicited to participate in this activity and no conflict of interest exists.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Kay Stewart'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®
CFP®

Certified Financial Planner

Start date: 2023

Experience

Current

June 30, 2025 - Present

SUMMIT RIDGE ADVISORS

Office #1: 724 S 1600 W #230, Mapleton, UT 84664
RIA
CRD#: 335600
MAPLETON, UT
Past

January 2, 2018 - June 30, 2025

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
Mapleton, UT
Past

December 15, 2010 - June 30, 2025

SPC

RIA
CRD#: 110692
Mapleton, UT
Past

February 25, 2010 - December 31, 2017

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
MAPLETON, UT
Past

July 23, 2001 - February 26, 2010

PFS INVESTMENTS INC.

BD
CRD#: 10111
PLEASANT GROVE, UT

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
Idaho
(3/13/2026)
IAR
Utah
(6/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/13/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/26/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/14/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/20/2001
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/6/2005
Investment Company Products/Variable Contracts Principal Examination

Current Firm

SR
SUMMIT RIDGE ADVISORS
MATT STEWART & ASSOCIATES LLC | SUMMIT RIDGE ADVISORS, LLC | SUMMIT RIDGE ADVISORS DBA | SUMMIT RIDGE ADVISORS

CRD#: 335600 / SEC#:

Idaho
Registered Investment Advisory firm - (3/13/2026 Approved)
Utah
Registered Investment Advisory firm - (6/30/2025 Approved)
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Contact information

Main Address
724 S 1600 W #230, Mapleton, UT 84664
Mailing Address
Phone number
(385) 685-1960
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts191
AUM (Assets Under Management)$ 29,987,405

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.

Company Information

SUMMIT RIDGE ADVISORS

CRD#: 335600Mapleton, UT 84664

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