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MA

Matthew A. Acie

VOYA FINANCIAL ADVISORS
PORTLAND, OR 97239
Some features on this profile are disabled
CRD#: 5517731
MA
Matthew Aaron AcieVOYA FINANCIAL ADVISORS

Professional summary

Matthew Aaron Acie, who also goes by Matthew Acie, is a registered financial professional currently at VOYA FINANCIAL ADVISORS, INC. located in Portland, Oregon.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2012. Matthew has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Matthew Acie

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) - BD

Click below to view Matthew Aaron Acie'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

July 15, 2026 - Present

VOYA FINANCIAL ADVISORS, INC.

Office #1: 6500 S Macadam Avenue Suite 125, Portland, OR 97239
RIA
BD
CRD#: 2882
PORTLAND, OR
Past

February 7, 2024 - January 22, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
MILLBRAE, CA
Past

October 10, 2023 - January 22, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
MILLBRAE, CA
Past

February 22, 2019 - August 6, 2021

SHELTON CAPITAL MANAGEMENT

RIA
CRD#: 104720
San Francisco, CA
Past

February 22, 2019 - March 20, 2023

RFS PARTNERS

BD
CRD#: 18119
Greenwood Village, CO
Past

September 25, 2018 - February 1, 2019

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 126052
SAN RAFAEL, CA
Past

September 24, 2018 - January 18, 2019

EQIS SECURITIES, LLC

BD
CRD#: 20633
SAN RAFAEL, CA
Past

May 16, 2018 - August 28, 2018

INSPEREX LLC

BD
CRD#: 101420
BOCA RATON, FL
Past

April 20, 2016 - April 25, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

July 22, 2015 - April 25, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

June 29, 2012 - May 15, 2015

NEWPORT GROUP SECURITIES, INC.

BD
CRD#: 29722
CHARLOTTE, NC

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".
VOYA FINANCIAL ADVISORS, INC.
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.

CRD#: 2882 / SEC#: 801-46585, 8-13987

RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
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

RR
California
(7/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/7/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/30/2012
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: 3/8/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/28/2012
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VOYA FINANCIAL ADVISORS, INC.
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.

CRD#: 2882 / SEC#: 801-46585, 8-13987

RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (12/10/2025)
PART 2A APPENDIX 1 OF FORM ADV: WRAP FEE PROGRAM BROCHURE (12/10/2025)
PART 2A APPENDIX OF FORM ADV: INVESTOR CHANNEL WRAP FEE PROGRAM BROCHURE (12/10/2025)

Direct owners and executive officers

NamePositionCRD#
VOYA HOLDINGS INC.100% SHAREHOLDER
BOHN, FREDERICK HENRYCHIEF FINANCIAL OFFICER5791728
DEPRATTI, JOHN JVP, OPERATIONS PRINCIPAL2927917
PAASCH, STEPHAN ANTHONYCHIEF COMPLIANCE OFFICER2968516
REILLY, JONATHAN FRANCISPRESIDENT2039032

Regulatory assets under management

Total Number of Accounts11,854
AUM (Assets Under Management)$ 2,744,735,129

Disclosures

Regulatory Event36
Arbitration9

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

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882Portland, OR 97239

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