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Matthew David Alatorre

Matthew David Alatorre

Financial Advisor·STONE TOWER WEALTH ADVISORS
CINCINNATI, OH
·CRD# 5944997·15 years experience

Professional Summary

Matthew David Alatorre, who also goes by Matthew David Alatorre, Matthew Alatorre, Matthew (matt) Alatorre, is a registered financial advisor currently at STONE TOWER WEALTH ADVISORS located in Cincinnati, Ohio. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matthew David Alatorre, Matthew Alatorre, Matthew (matt) Alatorre

Blog Corner

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Videos & Posts

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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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.

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Years of Experience

15 years in the financial services industry

Current & Past Employments

STONE TOWER WEALTH ADVISORS·CRD# 341898
RIA
4555 Lake Forest Drive Suite 650, Cincinnati, OH 45242
June 22, 2026 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Cincinnati, OH
November 28, 2017 - June 22, 2026
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Cincinnati, OH
October 14, 2017 - June 22, 2026
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
West Chester, OH
August 11, 2016 - September 13, 2017
FIFTH THIRD SECURITIES, INC.·CRD# 628
BD
Fairfield, OH
August 25, 2015 - August 9, 2016
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Cincinnati, OH
August 26, 2011 - April 1, 2015

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Current Firm

ST
STONE TOWER WEALTH ADVISORS

STONE TOWER WEALTH ADVISORS | STONE TOWER WEALTH ADVISORS, LLC

CRD#: 341898
Florida
Registered Investment Advisory firm - Florida (9/3/2026 Approved)
Ohio
Registered Investment Advisory firm - Ohio (6/18/2026 Approved)

Contact Information

Main Address

4555 Lake Forest Drive Suite 650, Cincinnati, OH 45242

Phone Number

(513) 299-2828

# of Employees

2

Documents

Latest Form ADV
0

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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.

I*698260 Entity Type: Charitable Name of outside business organization: Greater Miami Valley YMCA Investment Committee Investment related: No Address of business: Hamilton, Ohio, 45011 Position, title, association: Committee, Investment committee Start date of relationship: 2/2/2022 Number of hours devoted: 10 hours Yearly Number of hours devoted during trading hours: 5 hrs annually Duties: Assist and collaborative with other committee members and YMCA staff to ensure the funds of the YMCA are in line with the YMCA's goals and objectives. I will not be selecting any investments, nor giving any investment recommendations. I*: 2643304 Entity Type: Fiduciary role Name of OBA: P. A.-R. Address: Vienna, VA 22181 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/01/2025 Number of Hours: 1hr annually Number of Hours during trading: 0 Duties: Power of Attorney/nephew I*: 3001269 Entity Type: Fiduciary role Name of OBA: P. A.-R. Address: Vienna, VA 22181 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/01/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Aunt I*: 3001270 Entity Type: Fiduciary role Name of OBA: P. A.-R. TOD BENEFICIARIES ON FILE Address: Vienna, VA 22181 Investment Related: No Position, Title, Association: Employee Start Date: 11/01/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Aunt I*: 3002268 Entity Type: Fiduciary role Name of OBA: P. A.-R. AND T. A R. JTWROS Address: Vienna, VA 22181 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/01/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Aunt

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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.
IAR
Florida
(9/3/2026)
IAR
Ohio
(6/22/2026)

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 65 — Uniform Investment Adviser Law Examination

Passed Nov 2017About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2011About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2011About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Alatorre's CRS (Customer Relationship Summary).

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Matthew David Alatorre
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