Matthew H. Dawson

REDE WEALTH

Charlottesville, VA 22911

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CRD#: 5439923

Professional summary

Matthew H Dawson, CFP®, who also goes by Matthew Harold Dawson, is a registered financial advisor currently at REDE WEALTH, LLC located in Charlottesville, Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Harold Dawson

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. MATT DAWSON ENTERPRISES, LLC; NOT INVESTMENT-RELATED; REAL ESTATE RENTAL; MANAGING MEMBER; MANAGE REAL ESTATE RENTAL BUSINESS; 4 HOURS PER MONTH, NOT DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew H Dawson'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: 2010

Experience

Current

January 16, 2015 - Present

REDE WEALTH, LLC

Office #1: 600 Peter Jefferson Parkway Suite 250, Charlottesville, VA 22911

RIA

CRD#: 173346

Charlottesville, VA

Past

September 25, 2009 - January 22, 2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

CHARLOTTESVILLE, VA

Past

September 25, 2009 - January 22, 2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

CHARLOTTESVILLE, VA

Past

December 12, 2007 - September 25, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CHARLOTTESVILLE, VA

Past

November 30, 2007 - September 25, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CHARLOTTESVILLE, VA

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".

REDE WEALTH, LLC

ABESTRA CAPITAL MANAGEMENT, LLC | REDE WEALTH, LLC

CRD#: 173346 / SEC#: 801-80719

RIA

Registered Investment Advisory firm - (1/2/2015 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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/16/2015)

IAR

Virginia
(1/20/2015)

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

State Security Law Exam

IAR

Series 66

Date: 12/11/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/22/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/29/2007

General Securities Representative Examination

Current Firm

REDE WEALTH, LLC

ABESTRA CAPITAL MANAGEMENT, LLC | REDE WEALTH, LLC

CRD#: 173346 / SEC#: 801-80719

RIA

Registered Investment Advisory firm - (1/2/2015 Approved)

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Contact information

Main Address

600 Peter Jefferson Parkway Suite 250, Charlottesville, VA 22911

Mailing Address

Phone number

(434) 974-3500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REDE WEALTH, LLC DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	490
AUM (Assets Under Management)	$ 313,317,703

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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Advisor Monitoring

Firm Stability Insights

Matthew H. Dawson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew H Dawson's CRS (Customer Relationship Summary).

Certified licenses

Experience

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

REDE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/11/2007

SIE

Date: 1/22/2015

Series 7

Date: 11/29/2007

Current Firm

REDE WEALTH, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REDE WEALTH, LLC

TRUST BUT VERIFY

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