Matthew S. Carson

STANCORP EQUITIES

Portland, OR 97204

Some features on this profile are disabled

CRD#: 5959905

Professional summary

Matthew Steed Carson, AIF® is a registered financial professional currently at STANCORP EQUITIES, INC. located in Portland, Oregon.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2011. Matthew has worked at 4 firms and has passed the Series 63, SIE, Series 6TO and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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) - BD

Click below to view Matthew Steed Carson'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 4, 2023 - Present

STANCORP EQUITIES, INC.

Office #1: 1100 Sw 6th Avenue, Portland, OR 97204

CRD#: 19517

Portland, OR

Past

September 15, 2020 - December 31, 2022

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

GERMANTOWN, TN

Past

May 1, 2014 - August 11, 2015

MML DISTRIBUTORS, LLC

CRD#: 38030

CORDOVA, TN

Past

August 19, 2011 - May 1, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

CORDOVA, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Alabama
(1/6/2025)

Alaska
(1/7/2025)

Arizona
(1/7/2025)

Arkansas
(1/7/2025)

California
(1/7/2025)

Colorado
(1/8/2025)

Delaware
(9/19/2025)

Florida
(1/7/2025)

Georgia
(1/7/2025)

Hawaii
(1/15/2025)

Illinois
(1/9/2025)

Indiana
(1/6/2025)

Iowa
(1/9/2025)

Kansas
(1/6/2025)

Kentucky
(1/5/2024)

Louisiana
(9/18/2025)

Michigan
(9/22/2025)

Minnesota
(1/6/2025)

Mississippi
(1/8/2025)

Missouri
(1/4/2024)

Montana
(9/24/2025)

Nebraska
(1/6/2025)

New York
(9/19/2025)

North Carolina
(1/6/2025)

Ohio
(9/19/2025)

Oklahoma
(1/8/2025)

Oregon
(1/11/2025)

Pennsylvania
(9/19/2025)

South Carolina
(9/23/2025)

Tennessee
(1/4/2023)

Texas
(1/7/2025)

Utah
(1/8/2025)

Washington
(1/6/2025)

Wisconsin
(9/18/2025)

Exams

State Security Law Exam

Series 63

Date: 8/7/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/15/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6TO

Date: 7/20/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 6

Date: 8/18/2011

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

STANCORP EQUITIES, INC.

STANCORP EQUITIES, INC. | STANWEST EQUITIES, INC. | STANDARD EQUITIES, INC.

CRD#: 19517 / SEC#: , 8-37563

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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

1100 Sw Sixth Avenue, Portland, OR 97204-1093

Mailing Address

900 Sw 5th Avenue, C22, Portland, OR 97204-1093

Phone number

(971) 321-8830

Established

Oregon since 10/02/1986

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
STANCORP FINANCIAL GROUP, INC.	OWNER OF STANCORP EQUITIES, INC.
BURLIE, JASON MATTHEW	PRESIDENT	4072452
HUANG, JAMES PEI-YUEN	SECRETARY	4020305
LIM, CHARLES	CHIEF COMPLIANCE OFFICER	5039063
MARTIN, SHANNON MICHELLE	2ND VICE PRESIDENT AND ASSISTANT CONTROLLER	7616238
PAGLIARULO, DAVID C	TREASURER, FINOP	6883045

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

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Devlin Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew S. Carson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew Steed Carson's CRS (Customer Relationship Summary).

Certified licenses

Experience

STANCORP EQUITIES, INC.

SECURIAN FINANCIAL SERVICES, INC.

MML DISTRIBUTORS, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/7/2020

SIE

Date: 9/15/2020

Series 6TO

Date: 7/20/2020

Series 6

Date: 8/18/2011

FINRA

Current Firm

STANCORP EQUITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

STANCORP EQUITIES, INC.

TRUST BUT VERIFY

Similar Advisors