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MD

Matthew J. Davis

FAIRWAY PLANNING
SEATTLE, WA
Some features on this profile are disabled
CRD#: 5588930
MD

Professional summary

Matthew J Davis is a registered financial advisor currently at FAIRWAY PLANNING located in Seattle, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 3 firms and has passed the Series 65, Series 66, 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 J Davis'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®
None

Experience

Current

December 8, 2025 - Present

FAIRWAY PLANNING

RIA
CRD#: 337261
SEATTLE, WA
Past

November 17, 2010 - August 1, 2019

CAPITAL ONE ADVISORS, LLC

RIA
CRD#: 136865
Seattle, WA
Past

January 1, 2010 - August 22, 2018

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
Seattle, WA

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
Washington
(12/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/7/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/22/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/30/2009
General Securities Representative Examination

Current Firm

FP
FAIRWAY PLANNING
FAIRWAY FINANCIAL PLANNING | FAIRWAY PLANNING | FAIRWAY FINANCIAL PLANNING LLC

CRD#: 337261 / SEC#:

Washington
Registered Investment Advisory firm - (12/8/2025 Approved)
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Contact information

Main Address
Seattle, WA
Mailing Address
Phone number
(206) 618-8589
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

FAIRWAY PLANNING

CRD#: 337261Seattle, WA

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