Matthew Gregory Giles
CFP®Professional Summary
Matthew Gregory Giles, CFP®, who also goes by Matt Giles, Matthew G Giles, is a registered financial advisor currently at STRUCTURE WEALTH PARTNERS LLC located in Orlando, Florida. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 5 firms and has passed the Series 66, SIE, Series 3, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Giles, Matthew G Giles
Similar Advisors
PIER 42 ADVISORS
CSENGE ADVISORY GROUP, LLC
OSAIC WEALTH, INC.
CLEARMIND CAPITAL
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PIER 42 ADVISORS
CSENGE ADVISORY GROUP, LLC
OSAIC WEALTH, INC.
CLEARMIND CAPITAL
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PIER 42 ADVISORS
CSENGE ADVISORY GROUP, LLC
OSAIC WEALTH, INC.
CLEARMIND CAPITAL
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
PIER 42 ADVISORS
CSENGE ADVISORY GROUP, LLC
OSAIC WEALTH, INC.
CLEARMIND CAPITAL
Credentials
Years of Experience
17 years in the financial services industry
Current & Past Employments
Similar Advisors
PIER 42 ADVISORS
CSENGE ADVISORY GROUP, LLC
OSAIC WEALTH, INC.
CLEARMIND CAPITAL
Current Firm
STRUCTURE WEALTH PARTNERS LLC
Contact Information
Main Address
450 S Orange Ave 3rd Floor, Orlando, FL 32801Phone Number
(407) 739-5094# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
131AUM (Assets Under Management)
$68,161,986Similar Advisors
PIER 42 ADVISORS
CSENGE ADVISORY GROUP, LLC
OSAIC WEALTH, INC.
CLEARMIND CAPITAL
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
PIER 42 ADVISORS
CSENGE ADVISORY GROUP, LLC
OSAIC WEALTH, INC.
CLEARMIND CAPITAL
State Registrations and Notice Filings
(1/8/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2009About the Series 6 examSimilar Advisors
PIER 42 ADVISORS
CSENGE ADVISORY GROUP, LLC
OSAIC WEALTH, INC.
CLEARMIND CAPITAL
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Gregory Giles's CRS (Customer Relationship Summary).
Similar Advisors
PIER 42 ADVISORS
CSENGE ADVISORY GROUP, LLC
OSAIC WEALTH, INC.
CLEARMIND CAPITAL
