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MH

Matthew D. Hightower

MOMENTUM WEALTH MANAGEMENT
COLUMBUS, GA 31901
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CRD#: 6017036
MH

Professional summary


Matthew David Hightower, who also goes by Matt Hightower, is a registered financial advisor currently at MOMENTUM WEALTH MANAGEMENT located in Columbus, Georgia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matt Hightower

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)Since 06/2018, independent insurance agent for various independent insurance companies through Momentum Protect LLC, which provides insurance planning for investment, business, and retail clients. Non investment-related. Columbus, GA. Approximately 30 hours per month, 30 during securities trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew David Hightower'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

July 3, 2018 - Present

MOMENTUM WEALTH MANAGEMENT

Office #1: 1201 Front Ave. Suite N, Columbus, GA 31901
RIA
CRD#: 295689
COLUMBUS, GA
Past

September 8, 2015 - July 19, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
MONROE, LA
Past

April 22, 2015 - July 19, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
MONROE, LA
Past

June 5, 2013 - April 22, 2015

CCF INVESTMENTS, INC.

BD
CRD#: 136571
MONROE, LA
Past

October 1, 2012 - May 15, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
WEST MONROE, LA
Past

February 13, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
WEST MONROE, LA

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
Alabama
(9/25/2018)
IAR
Arkansas
(7/20/2018)
IAR
Florida
(3/28/2023)
IAR
Georgia
(9/4/2019)
IAR
Louisiana
(7/3/2018)
IAR
Texas
(8/14/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/5/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MW
MOMENTUM WEALTH MANAGEMENT
MOMENTUM WEALTH MANAGEMENT | MOMENTUM WEALTH MANAGEMENT LLC

CRD#: 295689 / SEC#:

Alabama
Registered Investment Advisory firm - (9/24/2018 Approved)
Arkansas
Registered Investment Advisory firm - (7/19/2018 Approved)
Florida
Registered Investment Advisory firm - (3/28/2023 Approved)
Georgia
Registered Investment Advisory firm - (9/4/2019 Approved)
Louisiana
Registered Investment Advisory firm - (7/3/2018 Approved)
Texas
Registered Investment Advisory firm - (8/14/2018 Approved)
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Contact information


Main Address
1201 Front Ave. Suite N, Columbus, GA 31901
Mailing Address
Po Box 1478, Columbus, GA 31902
Phone number
(706) 842-2400
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts397
AUM (Assets Under Management)$ 56,089,000

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


MOMENTUM WEALTH MANAGEMENT

CRD#: 295689Columbus, GA 31901

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