MS
Matthew J. Saul
SAUL WEALTH ADVISORS
MIAMI, FL 33137
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CRD#: 5296657
MS
Professional summary
Matthew J Saul, CFP®, ChFC®, CLU® is a registered financial advisor currently at SAUL WEALTH ADVISORS, LLC located in Miami, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
(1) Name: Matthew J. Saul Inv rel: Y Add: 601 Heritage Drive Suite 219 Jupiter FL 33458 Nature: Outside Business Insurance Position: Agent Start date: 07/2010 No. HR/MO: 10 No. HR/MO during sec trading: 10 Describe duties: individual and group life, individual and group health. Independent Ins. Agent from Bus. Address 10hrs sec, 10 hrs non sec, Fixed Annuities. (2) Name: Matthew J. Saul Inv rel: Y Add: Residential address Nature: Life Settlements/Viaticals Position: Agent/ Independent Insurance Agent 1 sec hr - 1 non sec hr selling life settlement Start date: 06/2016 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe duties: Assist customers with sales of whole life and/or universal life policies to a Life Settlement Company. Assist customers with sales of variable life policies to a Life Settlement Company. (3) Name: Saul Wealth Advisors LLC Inv rel: Y Add: Residential Address Nature: other Position: Saul Wealth Advisors LLC Start date: 1/1/2011 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe duties: Financial Services DBA for the Independent Insurance business. (4) Name: Saul, LLC Inv rel: Y Add: Residential Address Nature: other Position: Ownership/Managing Member of Saul, LLC Start date: 06/09/2019 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe duties: Saul, LLC is holding entity for Approved Private securities transactions and other personal investments. I am 100% Owner. (5) Name: Saul Wealth Advisors, Inc. Inv rel: Y Add: 601 Heritage Drive, Suite 219, Jupiter Florida 334587 Nature: other Position: Saul Wealth Advisors, Inc. Start date: 01/01/2018 No. HR/MO: 160 No. HR/MO during sec trading: 160 Describe duties: Financial Services DBA for all MMLIS and Mass Mutual related business. (6) Name: Vanston Holdings LLC Inv rel: Y Add: 1500 Vanston Rd Cutchogue NY 11935 Nature: Rental Income - LLC created for the purpose of holding rental property Position: Owner Start date: 02/18/2022 No. HR/MO: 5. No. HR/MO during sec trading: 0. Describe duties: This is a rental holding company for one rental property. (7) Name: Matthew J. Saul Inv rel: Y Add: Residential Address Nature: Consulting Position: Consultant Start date: 4/1/2023 No. HR/MO: 20. No. HR/MO during sec trading: 0. Describe duties: As Certified Exit Planning Advisor, I consult with Entrepreneurs on every aspect of their business, personal finances and life post exit from their largest asset. We focus on value creation within their business and coordination among other advisors and professionals.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew J Saul'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®
Start date: 2012
Experience
Current
September 5, 2025 - Present
SAUL WEALTH ADVISORS, LLC
Office #1: 700 Ne 26th Terrace Unit 3203, Miami, FL 33137RIA
CRD#: 337371
MIAMI, FL
Past
June 14, 2021 - September 11, 2025
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
ELMSFORD, NY
Past
March 25, 2017 - September 11, 2025
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ELMSFORD, NY
Past
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
ELMSFORD, NY
Past
February 20, 2009 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
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
Florida(9/5/2025)
IAR
Texas(9/8/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SAUL WEALTH ADVISORS, LLC
SAUL WEALTH ADVISORS, INC | SAUL WEALTH ADVISORS, LLC
CRD#: 337371 / SEC#: 801-134230
RIA
Registered Investment Advisory firm - (8/28/2025 120-Day Approval)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
700 Ne 26th Terrace Unit 3203, Miami, FL 33137
Mailing Address
Phone number
(212) 457-1990
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SAUL WEALTH ADVISORS, LLC
CRD#: 337371Miami, FL 33137TRUST BUT VERIFY
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