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MG

Matthew G. Giles

STRUCTURE WEALTH PARTNERS LLC
ORLANDO, FL 32801
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CRD#: 5652239
MG

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.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matt Giles | Matthew G Giles

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 Gregory Giles'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®
CFP®

Start date: 2016

Experience


Current

January 8, 2026 - Present

STRUCTURE WEALTH PARTNERS LLC

Office #1: 450 S Orange Ave 3rd Floor, Orlando, FL 32801
RIA
CRD#: 338538
ORLANDO, FL
Past

February 8, 2019 - January 9, 2026

COLLABORATIVE WEALTH

RIA
CRD#: 142106
Lake Mary, FL
Past

February 13, 2013 - February 4, 2019

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
WINTER PARK, FL
Past

February 13, 2013 - February 4, 2019

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
WINTER PARK, FL
Past

November 4, 2010 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
WINTER PARK, FL
Past

May 6, 2010 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
WINTER PARK, FL
Past

March 26, 2009 - May 13, 2010

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
ORLANDO, FL

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
Florida
(1/8/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/2/2010
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SW
STRUCTURE WEALTH PARTNERS LLC
STRUCTURE WEALTH PARTNERS LLC

CRD#: 338538 / SEC#: 801-134736

RIA
Registered Investment Advisory firm - (11/21/2025 120-Day Approval)
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Contact information


Main Address
450 S Orange Ave 3rd Floor, Orlando, FL 32801
Mailing Address
Phone number
(407) 739-5094
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRUCTURE WEALTH PARTNERS ADV 2A (10/10/2025)

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


STRUCTURE WEALTH PARTNERS LLC

CRD#: 338538Orlando, FL 32801

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