Matthew Stewart Buchanan
CFP®Professional Summary
Matthew Stewart Buchanan, CFP® is a registered financial advisor currently at BUCHANAN WEALTH MANAGEMENT located in Reston, Virginia. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Matthew has worked at 2 firms and has passed the Series 66, SIE, Series 31, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Planning
- Employee and Employer Plan Benefits
- Retirement Planning
- Insurance Planning
- Education Planning
- Comprehensive Financial Planning
Other Aliases
There are no additional aliases reported.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
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.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
Credentials
Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
Current Firm
BUCHANAN WEALTH MANAGEMENT | BUCHANAN WEALTH MANAGEMENT, LLC
Contact Information
Main Address
11710 Plaza America Drive Suite 2000, Reston, VA 20190Phone Number
(703) 956-2633# of Employees
4SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
473AUM (Assets Under Management)
$212,012,187Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
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.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
BUCHANAN WEALTH MANAGEMENT | BUCHANAN WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(1/30/2022)
(11/18/2024)
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.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Stewart Buchanan's CRS (Customer Relationship Summary).
Services Offered by Matthew
- Investment Planning
- Employee and Employer Plan Benefits
- Retirement Planning
- Insurance Planning
- Education Planning
- Comprehensive Financial Planning
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC