Matthew J. Haywood

KRILOGY

St. Louis, MO 63141

Some features on this profile are disabled

CRD#: 5793596

Professional summary

Matthew J. Haywood, AIF®, who also goes by Matt Haywood, is a registered financial advisor currently at KRILOGY 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 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Haywood

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)VARIOUS INSURANCE COMPANIES (OBA) FOR INVESTMENT RELATED BUSINESS; 275 N. LINDBERGH, SUITE 20, ST LOUIS, MO 63141; NON VARIABLE INSURANCE SALES; INSURANCE AGENT; BEGAN 1-5-11; 1-160 HRS/MO; INSURANCE POLICY SALES 2.)JAK Capital, LLC, investment related, 265 Blackmer Place, St. Louis, MO 63119; D/B/A for investment advisory business with Krilogy Financial; member, February 26, 2018, 0-5, 0, D/B/A for investment advisory business conducted through Krilogy Financial

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew J. Haywood'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 1, 2012 - Present

KRILOGY

Office #1: 275 N. Lindbergh Ste. 20, St. Louis, MO 63141

RIA

CRD#: 149046

St. Louis, MO

Past

October 28, 2014 - April 29, 2016

SAXONY SECURITIES, INC.

CRD#: 115547

St. Louis, MO

Past

November 15, 2013 - October 27, 2014

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ST. LOUIS, MO

Past

January 5, 2011 - November 15, 2011

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

ST. LOUIS, MO

Past

June 30, 2010 - December 31, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

SAINT 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".

KRILOGY

CRD#: 149046 / SEC#: 801-69838

RIA

Registered Investment Advisory firm - (1/12/2009 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
(3/1/2012)

IAR

Texas
(5/27/2016)

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

State Security Law Exam

IAR

Series 66

Date: 6/17/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/25/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/29/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/2/2010

General Securities Representative Examination

Current Firm

KRILOGY

CRD#: 149046 / SEC#: 801-69838

RIA

Registered Investment Advisory firm - (1/12/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

275 N. Lindbergh Ste. 20, St. Louis, MO 63141

Mailing Address

Phone number

(314) 884-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/31/2025)

KRILOGY FINANCIAL, LLC CLIENT BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	10,780
AUM (Assets Under Management)	$ 4,954,332,013

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/13/2025	Cover Page	Report
02/27/2025	Cover Page	Report
10/12/2023	Cover Page	Report
01/03/2023	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.

Similar Advisors

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew J. Haywood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew J. Haywood's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY SECURITIES, INC.

PURSHE KAPLAN STERLING INVESTMENTS

PURSHE KAPLAN STERLING INVESTMENTS

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

KRILOGY

State Registrations and Notice Filings

Exams

Series 66

Date: 6/17/2011

Series 63

Date: 1/25/2011

SIE

Date: 4/29/2016

Series 7

Date: 6/2/2010

Current Firm

KRILOGY

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KRILOGY

TRUST BUT VERIFY

Similar Advisors