Matthew D. Alatorre

STONE TOWER WEALTH ADVISORS | Financial Advisor

CINCINNATI, OH 45242

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CRD#: 5944997

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

Aliases

Matthew David Alatorre | Matthew Alatorre | Matthew (matt) Alatorre

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 David Alatorre's 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

June 22, 2026 - Present

STONE TOWER WEALTH ADVISORS

Office #1: 4555 Lake Forest Drive Suite 650, Cincinnati, OH 45242

RIA

CRD#: 341898

CINCINNATI, OH

Past

November 28, 2017 - June 22, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CINCINNATI, OH

Past

October 14, 2017 - June 22, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CINCINNATI, OH

Past

August 11, 2016 - September 13, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

WEST CHESTER, OH

Past

August 25, 2015 - August 9, 2016

FIFTH THIRD SECURITIES, INC.

CRD#: 628

FAIRFIELD, OH

Past

August 26, 2011 - April 1, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CINCINNATI, OH

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

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

State Security Law Exam

IAR

Series 65

Date: 11/27/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/9/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2011

General Securities Representative Examination

Current Firm

STONE TOWER WEALTH ADVISORS

STONE TOWER WEALTH ADVISORS | STONE TOWER WEALTH ADVISORS, LLC

CRD#: 341898 / SEC#:

Ohio

Registered Investment Advisory firm - (6/18/2026 Approved)

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Contact information

Main Address

4555 Lake Forest Drive Suite 650, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 702-4834

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Matthew D. Alatorre

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STONE TOWER WEALTH ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/27/2017

Series 63

Date: 9/9/2011

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2011

Current Firm

STONE TOWER WEALTH ADVISORS

Contact information

Documents

Red Flags

Company Information

STONE TOWER WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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