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Matthew W. Myers

STONEBRIDGE FINANCIAL GROUP
ST. LOUIS, MO 63127
Some features on this profile are disabled
CRD#: 5780079
MM

Professional summary

Matthew Wesley Myers, who also goes by Matthew W Myers, Matthew Myers, is a registered financial advisor currently at STONEBRIDGE FINANCIAL GROUP, LLC located in St. Louis, Missouri.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew W Myers | Matthew Myers

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 Wesley Myers'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

October 1, 2025 - Present

STONEBRIDGE FINANCIAL GROUP, LLC

Office #1: 3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO 63127
RIA
CRD#: 337972
ST. LOUIS, MO
Past

March 15, 2017 - October 1, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
St. Louis, MO
Past

March 8, 2017 - October 1, 2025

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
St. Louis, MO
Past

December 3, 2012 - March 10, 2017

NYLIFE SECURITIES LLC

BD
CRD#: 5167
CREVE COEUR, MO
Past

March 30, 2011 - April 19, 2011

WADDELL & REED

RIA
CRD#: 866
CREVE COEUR, MO
Past

March 30, 2011 - April 19, 2011

WADDELL & REED

BD
CRD#: 866
CREVE COEUR, MO
Past

June 7, 2010 - December 8, 2010

EDWARD JONES

RIA
CRD#: 250
ST LOUIS, MO
Past

May 21, 2010 - December 8, 2010

EDWARD JONES

BD
CRD#: 250
ST LOUIS, MO

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".
SF
STONEBRIDGE FINANCIAL GROUP, LLC
STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 337972 / SEC#: 801-134287

RIA
Registered Investment Advisory firm - (9/3/2025 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.

Highlighted states indicate IAR registrations

IAR
Missouri
(10/1/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/4/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/20/2010
General Securities Representative Examination

Current Firm

SF
STONEBRIDGE FINANCIAL GROUP, LLC
STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 337972 / SEC#: 801-134287

RIA
Registered Investment Advisory firm - (9/3/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO 63127
Mailing Address
Phone number
(617) 800-0388
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (11 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

STONEBRIDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (12/24/2025)

Regulatory assets under management

Total Number of Accounts1,621
AUM (Assets Under Management)$ 2,350,808,418

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

STONEBRIDGE FINANCIAL GROUP, LLC

CRD#: 337972St. Louis, MO 63127

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