Matthew T. Peterson

WEBULL ADVISORS LLC

New York, NY 10005

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CRD#: 5726998

Professional summary

Matthew Thomas Peterson, who also goes by Matthew Thomas Peterson, Matthew Peterson, is a registered financial advisor currently at WEBULL ADVISORS LLC located in New York, New York and WEBULL FINANCIAL LLC located in New York, New York.

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 6 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Thomas Peterson | Matthew Peterson

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 Thomas Peterson'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®

None

Experience

Current

January 5, 2026 - Present

WEBULL ADVISORS LLC

Office #1: 44 Wall Street 2nd Floor, New York, NY 10005

RIA

CRD#: 304881

New York, NY

Current

August 8, 2024 - Present

WEBULL FINANCIAL LLC

Office #1: 44 Wall Street 2nd Floor, New York, NY 10005

CRD#: 289063

New York, NY

Past

March 14, 2022 - February 7, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

JERSEY CITY, NJ

Past

January 26, 2022 - February 7, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Jersey City, NJ

Past

June 12, 2013 - December 16, 2022

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

JERSEY CITY, NJ

Past

June 11, 2013 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

JERSEY CITY, NJ

Past

June 7, 2013 - December 16, 2022

TD AMERITRADE, INC.

CRD#: 7870

JERSEY CITY, NJ

Past

January 4, 2010 - May 15, 2013

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

NEW YORK, NY

Past

November 19, 2009 - May 15, 2013

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281

RIA

Registered Investment Advisory firm - (8/30/2019 Approved)

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.

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

New York
(8/8/2024)

IAR

New York
(1/5/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/10/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/9/2026

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/2009

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 5/6/2025

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/13/2012

General Securities Principal Examination

SRO Registrations

Cboe EDGX Exchange, Inc.

SRO Registrations

FINRA

SRO Registrations

MEMX LLC

SRO Registrations

NYSE American LLC

SRO Registrations

NYSE Arca, Inc.

SRO Registrations

Nasdaq Stock Market

SRO Registrations

New York Stock Exchange

Current Firm

WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281

RIA

Registered Investment Advisory firm - (8/30/2019 Approved)

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Contact information

Main Address

200 Carillon Parkway, St Petersburg, FL 33716

Mailing Address

Phone number

+1 (917) 725-2408

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEBULL ADVISORS - WRAP FEE BROCHURE (11/28/2025)

WEBULL ADVISORS ADV2A BROCHURE (11/28/2025)

Regulatory assets under management

Total Number of Accounts	27,290
AUM (Assets Under Management)	$ 46,368,003

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report
08/27/2024	Cover Page	Report
02/28/2024	Cover Page	Report

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 T. Peterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Peterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEBULL FINANCIAL LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

WEBULL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/10/2009

Series 52TO

Date: 1/9/2026

SIE

Date: 10/1/2018

Series 7

Date: 11/18/2009

Series 53

Date: 5/6/2025

Series 24

Date: 3/13/2012

Cboe EDGX Exchange, Inc.

FINRA

MEMX LLC

NYSE American LLC

NYSE Arca, Inc.

Nasdaq Stock Market

New York Stock Exchange

Current Firm

WEBULL ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WEBULL ADVISORS LLC

TRUST BUT VERIFY

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