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MM

Matthew J. Marshall

ARROWROOT FAMILY OFFICE
Redondo Beach, CA 90277
Some features on this profile are disabled
CRD#: 5248941
MM

Professional summary

Matthew John Marshall is a registered financial advisor currently at ARROWROOT FAMILY OFFICE, LLC located in Redondo Beach, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 John Marshall'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®
None

Experience

Current

December 2, 2025 - Present

ARROWROOT FAMILY OFFICE, LLC

Office #1: 229 Avenue I #300, Redondo Beach, CA 90277
RIA
CRD#: 168744
Redondo Beach, CA
Past

October 3, 2023 - December 12, 2025

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Redondo Beach, CA
Past

October 3, 2023 - December 12, 2025

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Redondo Beach, CA
Past

September 1, 2023 - October 8, 2023

OSAIC WEALTH, INC.

RIA
CRD#: 23131
REDONDO BEACH, CA
Past

September 1, 2023 - October 8, 2023

OSAIC WEALTH, INC.

BD
CRD#: 23131
REDONDO BEACH, CA
Past

February 25, 2013 - September 1, 2023

OSAIC SERVICES, INC.

RIA
CRD#: 133763
REDONDO BEACH, CA
Past

February 20, 2013 - September 1, 2023

OSAIC SERVICES, INC.

BD
CRD#: 133763
REDONDO BEACH, CA
Past

October 8, 2010 - January 18, 2013

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
PLEASANTON, CA
Past

February 26, 2010 - January 18, 2013

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
PLEASANTON, CA
Past

August 21, 2007 - February 17, 2009

COWEN AND COMPANY

BD
CRD#: 7616
SAN FRANCISCO, CA

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".
AF
ARROWROOT FAMILY OFFICE, LLC
ARROWROOT FAMILY OFFICE, LLC | VITREOUS PARTNERS, LLC

CRD#: 168744 / SEC#: 801-121878

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)
California
Registered Investment Advisory firm - (9/29/2021 Terminated)
Virginia
Registered Investment Advisory firm - (8/31/2021 Terminated)

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
California
(12/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/23/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/24/2010
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: 8/20/2007
General Securities Representative Examination

Current Firm

AF
ARROWROOT FAMILY OFFICE, LLC
ARROWROOT FAMILY OFFICE, LLC | VITREOUS PARTNERS, LLC

CRD#: 168744 / SEC#: 801-121878

RIA
Registered Investment Advisory firm - (7/23/2021 Approved)
California
Registered Investment Advisory firm - (9/29/2021 Terminated)
Virginia
Registered Investment Advisory firm - (8/31/2021 Terminated)
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Contact information

Main Address
4553 Glencoe Avenue Suite 201, Marina Del Rey, CA 90292
Mailing Address
Phone number
(310) 341-4774
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARROWROOT FORM ADV PART 2A (1/27/2026)

Regulatory assets under management

Total Number of Accounts1,434
AUM (Assets Under Management)$ 373,856,384

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

ARROWROOT FAMILY OFFICE, LLC

CRD#: 168744Redondo Beach, CA 90277

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