Matthew W. Canine

EPG WEALTH MANAGEMENT LLC

Atlanta, GA 30305

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CRD#: 4996000

Professional summary

Matthew W Canine, CFP®, who also goes by Matthew W Canine, Matthew Canine, is a registered financial advisor currently at EPG WEALTH MANAGEMENT LLC located in Atlanta, Georgia and ARKADIOS CAPITAL located in Atlanta, Georgia.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Matthew has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew W Canine | Matthew Canine

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew W Canine's CRS (Customer Relationship Summary).

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: 2019

Experience

Current

June 18, 2019 - Present

EPG WEALTH MANAGEMENT LLC

Office #1: 309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305

RIA

CRD#: 302075

Atlanta, GA

Current

March 1, 2019 - Present

ARKADIOS CAPITAL

Office #1: 309 East Paces Ferry Road Suite 900, Atlanta, GA 30305

CRD#: 282710

Atlanta, GA

Past

March 4, 2019 - November 20, 2020

ACG WEALTH INC.

RIA

CRD#: 150419

Atlanta, GA

Past

July 13, 2018 - March 4, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

October 25, 2007 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ATLANTA, GA

Past

September 30, 2005 - March 1, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ATLANTA, GA

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".

EPG WEALTH MANAGEMENT LLC

EAST PACES GROUP | KINSHIP WEALTH PARTNERS | EPG WEALTH MANAGEMENT LLC

CRD#: 302075 / SEC#: 801-116719

RIA

Registered Investment Advisory firm - (5/31/2019 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.

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

Georgia
(3/1/2019)

IAR

Georgia
(6/18/2019)

Oklahoma
(6/18/2024)

IAR

Texas
(11/17/2020)

Texas
(7/18/2025)

Virginia
(8/8/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/23/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/6/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/29/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 10/2/2013

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

EPG WEALTH MANAGEMENT LLC

EAST PACES GROUP | KINSHIP WEALTH PARTNERS | EPG WEALTH MANAGEMENT LLC

CRD#: 302075 / SEC#: 801-116719

RIA

Registered Investment Advisory firm - (5/31/2019 Approved)

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Contact information

Main Address

309 East Paces Ferry Rd Ne Ste 900, Atlanta, GA 30305

Mailing Address

Phone number

(404) 809-3680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPG WEALTH MANAGEMENT FIRM BROCHURE (3/12/2025)

EPG WEALTH MANAGMENT WRAP FEE PROGRAM BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,114
AUM (Assets Under Management)	$ 495,489,968

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.

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Matthew W. Canine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew W Canine's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKADIOS CAPITAL

ACG WEALTH INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

EPG WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/23/2007

Series 63

Date: 10/6/2005

SIE

Date: 10/1/2018

Series 7

Date: 9/29/2005

Series 9

Date: 10/2/2013

FINRA

Current Firm

EPG WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EPG WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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