Matthew M. Chancey
REALTA INVESTMENT ADVISORS,
WINTER PARK, FL
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CRD#: 5645874
Professional summary
Matthew Mitchell Chancey, CFP®, who also goes by Matt Chancey, is a registered financial advisor currently at REALTA INVESTMENT ADVISORS, INC located in Winter Park, Florida and REALTA EQUITIES, INC. located in Wilmington, Delaware.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Matthew has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 22 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Chancey
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) MICEL FINANCIAL, LLC; 100 S EOALA DRIVE ORLANDO, FL 32801 DBA; HTTPS://WWW.MATTCHANCEYLIVE.COM/HOME; OWNER/INSURANCE SALES/REAL ESTATE/TEACHING/IAR DBA; COMPENSATION IN THE FORM OF COMMISSIONS AND FEES; 5 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) MAKEUR CONSTRUCTION; 687 HAROLD AVENUE WINTER PARK, FL 32789; GENERAL CONTRACTING BUSINESS; WWW.MAKEUR.COM; LICENSE HOLDER & BOARD OF DIRECTORS INVOLVEMENT; COMPENSATION IN THE FORM OF PROFITS; 20-30 HOURS PER YEAR DURING NON-TRADING HOURS. (3) CORBELO, LLC; 1330 PALMETTO AVENUE STE B WINTER PARK, FL 32799; GENERAL CONTRACTING BUSINESS; WWW.CORBELO.COM; LICENSE HOLDER & BOARD OF DIRECTORS INVOLVEMENT; COMPENSATION IN THE FORM OF PROFITS; 20-30 HOURS PER YEAR DURING NON-TRADING HOURS. (4) TAX-ALPHA SOLUTIONS; WINTER PARK, FL; HOST OF PODCAST INTERVIEWING INDUSTRY PROFESSIONALS; NO COMPENSATION; 4-8 HOURS PER WEEK DURING NORMAL TRADING HOURS. (5) REALTA INVESTMENT ADVISORS, INC.; WILMINGTON, DE; INVESTMENT ADVISORY SERVICES, INVESTMENT ADVISOR REPRESENTATIVE; WWW.REALTAWEALTH.COM; COMPENSATION IN THE FOR OF FEES; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (6) DBA TAX ALPHA COMPANIES (TO INCLUDE ALL TAX ALPHA ENTITIES: TAX ALPHA SOLUTIONS LLC, TAX ALPHA TITLE LLC AND TAX ALPHA INSTITUTE); NOT INVESTMENT RELATED; START: 11/2023; EDUCATTION TO CPAS, TAX AND REAL ESTATE ATTORNEY'S AND INVESTMENT ADVICE TO CLIENTS; TAXALPHATITLE.COM; FOUNDER/OWNER; COMMISSIONS PAID THROUGH THE BROKER DEALER AND FEES PAID THROUGH THE RIA; 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (7) WORTHINGTON RENTAL, LLC; START: 4/2024; PURCHASING HEAVY EQUIPMENT TO BE ADDED TO EQUIPMENT SHARING PLATFORM; OWNER; FEES FROM RENTAL EQUIPMENT; 40 HOURS PER WEEK DURING NORMAL BUSINESS HOURS. (8) RENTAL PROPERTY; 1112 CHICHESTER STREET ORLANDO, FL 32803; NOT INVESTMENT RELATED; START: 12/2024; OWN RENTAL HOUSE AND USE PROPERTY MANAGEMENT COMPANY AND REAL ESTATE AGENT TO MANAGE IT; RENTS PAID MONTHLY; 1 HOUR PER WEEK SOME DURING NORMAL TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Mitchell Chancey'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: 2009
Experience
Current
December 8, 2021 - Present
REALTA INVESTMENT ADVISORS, INC
RIA
CRD#: 134952
WINTER PARK, FL
Current
November 24, 2021 - Present
REALTA EQUITIES, INC.
Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801BD
CRD#: 23769
WILMINGTON, DE
Past
May 21, 2021 - November 29, 2021
DEMPSEY LORD SMITH, LLC
RIA
CRD#: 141238
Tampa, FL
Past
September 24, 2018 - November 29, 2021
DEMPSEY LORD SMITH, LLC
BD
CRD#: 141238
TAMPA, FL
Past
July 27, 2017 - December 31, 2019
CLARAPHI ADVISORY NETWORK, LLC
RIA
CRD#: 165868
Tampa, FL
Past
May 30, 2014 - July 25, 2017
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
ORLANDO, FL
Past
January 23, 2012 - May 14, 2014
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
ORLANDO, FL
Past
August 25, 2011 - February 1, 2012
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
ORLANDO, FL
Past
June 17, 2009 - September 28, 2009
GRADIENT INVESTMENTS, LLC
RIA
CRD#: 141726
ORLANDO, FL
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".
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)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.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
Alabama(2/28/2023)
RR
Alaska(12/16/2024)
RR
Arizona(3/22/2023)
RR
Arkansas(7/27/2022)
RR
California(11/24/2021)
RR
Colorado(3/7/2022)
RR
Connecticut(10/3/2025)
RR
Delaware(1/31/2024)
RR
Florida(11/24/2021)
IAR
Florida(12/8/2021)
RR
Georgia(7/27/2022)
RR
Illinois(5/25/2023)
RR
Kansas(10/1/2024)
RR
Louisiana(10/1/2024)
RR
Maryland(10/1/2024)
RR
Massachusetts(10/1/2024)
RR
Michigan(10/1/2024)
RR
Minnesota(10/1/2024)
RR
Mississippi(10/1/2024)
RR
Nebraska(12/19/2024)
RR
Nevada(11/24/2021)
RR
New Jersey(12/4/2024)
RR
New York(7/24/2023)
RR
North Carolina(3/10/2023)
RR
Ohio(11/24/2021)
RR
Oklahoma(3/13/2023)
RR
Pennsylvania(12/19/2023)
RR
South Carolina(4/19/2022)
RR
Texas(3/7/2022)
RR
Utah(12/26/2024)
RR
Virginia(11/29/2021)
RR
Washington(4/19/2022)
RR
West Virginia(7/24/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/26/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT
CRD#: 134952 / SEC#: 801-68000
RIA
Registered Investment Advisory firm - (6/6/2007 Approved)New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Mailing Address
Phone number
(888) 657-5200
Established
Firm type
Fiscal year end
# of Employees
64
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,958 |
| AUM (Assets Under Management) | $ 343,465,487 |
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.
