Matthew G. Hollands

FIGURE 8 INVESTMENT STRATEGIES LLC

Portland, OR 97202

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CRD#: 5564084

Professional summary

Matthew Glenn Hollands, CFA, who also goes by Matt Hollands, is a registered financial advisor currently at FIGURE 8 INVESTMENT STRATEGIES LLC located in Portland, Oregon.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 3 firms and has passed the Series 63, Series 86, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Hollands

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 Glenn Hollands'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®

CFA

Chartered Financial Analyst

Experience

Current

September 18, 2024 - Present

FIGURE 8 INVESTMENT STRATEGIES LLC

Office #1: 205 Se Spokane Street Suite 300, Portland, OR 97202

RIA

CRD#: 282973

Portland, OR

Past

January 10, 2022 - June 20, 2024

WELLS FARGO INVESTMENT INSTITUTE, INC.

RIA

CRD#: 133204

Portland, OR

Past

February 14, 2012 - May 8, 2013

D.A. DAVIDSON & CO.

CRD#: 199

LAKE OSWEGO, OR

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".

FIGURE 8 INVESTMENT STRATEGIES LLC

CRD#: 282973 / SEC#: 801-120489

RIA

Registered Investment Advisory firm - (3/11/2021 Approved)

California

Registered Investment Advisory firm - (4/15/2021 Terminated)

Idaho

Registered Investment Advisory firm - (3/16/2021 Terminated)

New York

Registered Investment Advisory firm - (3/16/2021 Terminated)

Oregon

Registered Investment Advisory firm - (3/23/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/16/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/18/2024)

IAR

Idaho
(9/18/2024)

IAR

Oregon
(9/18/2024)

IAR

Texas
(9/18/2024)

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.

Exams

State Security Law Exam

Series 63

Date: 3/2/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 86

Date: 11/12/2012

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 9/7/2012

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 2/13/2012

General Securities Representative Examination

Current Firm

FIGURE 8 INVESTMENT STRATEGIES LLC

CRD#: 282973 / SEC#: 801-120489

RIA

Registered Investment Advisory firm - (3/11/2021 Approved)

California

Registered Investment Advisory firm - (4/15/2021 Terminated)

Idaho

Registered Investment Advisory firm - (3/16/2021 Terminated)

New York

Registered Investment Advisory firm - (3/16/2021 Terminated)

Oregon

Registered Investment Advisory firm - (3/23/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/16/2021 Terminated)

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Contact information

Main Address

1410 W Washington St, Boise, ID 83702

Mailing Address

Phone number

(208) 385-0078

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIGURE 8 ADV PART 2A (7/25/2025)

Regulatory assets under management

Total Number of Accounts	438
AUM (Assets Under Management)	$ 199,767,232

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 G. Hollands

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Glenn Hollands's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO INVESTMENT INSTITUTE, INC.

D.A. DAVIDSON & CO.

Primary Firm SEC Registration

FIGURE 8 INVESTMENT STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/2/2012

Series 86

Date: 11/12/2012

Series 87

Date: 9/7/2012

Series 7

Date: 2/13/2012

Current Firm

FIGURE 8 INVESTMENT STRATEGIES LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIGURE 8 INVESTMENT STRATEGIES LLC

TRUST BUT VERIFY

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