Matthew W. Glover
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew William Glover, CIMA®, CPWA®, who also goes by Matt W. Glover, was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2002. Matthew had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2016-10-11
Expire date: 2024-02-29
Experience
February 22, 2021 - February 14, 2023
LIDO
May 31, 2017 - October 26, 2017
J.P. MORGAN SECURITIES LLC
May 31, 2017 - October 26, 2017
J.P. MORGAN SECURITIES LLC
March 28, 2016 - May 12, 2017
STRATEGIC ADVISERS LLC
March 11, 2016 - May 9, 2017
FIDELITY BROKERAGE SERVICES LLC
August 2, 2011 - October 8, 2015
STRATEGIC ADVISERS LLC
December 9, 2010 - October 5, 2015
FIDELITY BROKERAGE SERVICES LLC
September 23, 2010 - October 14, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 22, 2010 - October 14, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 5, 2010 - September 27, 2010
EDWARD JONES
November 16, 2009 - September 27, 2010
EDWARD JONES
April 13, 2002 - November 19, 2002
WORLD GROUP SECURITIES, INC.
March 1, 2002 - April 12, 2002
WMA SECURITIES, INC.
Primary Firm SEC Registration
LIDO
CRD#: 269866 / SEC#: 801-100433
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
LIDO
CRD#: 269866 / SEC#: 801-100433
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 27,931 |
| AUM (Assets Under Management) | $ 29,080,337,946 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 11/26/2024 | ||
| 01/26/2024 | ||
| 02/28/2023 |
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.
