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MV

Matthew Valentine

PL WEALTH ADVISORS
Salt Lake City, UT 84101
Some features on this profile are disabled
CRD#: 6032699
MV

Professional summary

Matthew Valentine, who also goes by Matt Valentine, is a registered financial advisor currently at PL WEALTH ADVISORS, LLC located in Salt Lake City, Utah.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Valentine

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 Valentine'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

February 8, 2023 - Present

PL WEALTH ADVISORS, LLC

Office #1: 650 South 500 West Suite 128, Salt Lake City, UT 84101
RIA
CRD#: 170887
Salt Lake City, UT
Past

June 6, 2018 - February 10, 2021

LEGACY WEALTH MANAGEMENT, LLC

RIA
CRD#: 174767
Meridian, ID
Past

July 27, 2012 - March 27, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Meridian, ID

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
Utah
(2/8/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/6/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/30/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/27/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 7/26/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PW
PL WEALTH ADVISORS, LLC
PL WEALTH ADVISORS, LLC

CRD#: 170887 / SEC#:

California
Registered Investment Advisory firm - (6/16/2023 Terminated)
Florida
Registered Investment Advisory firm - (9/9/2025 Approved)
Idaho
Registered Investment Advisory firm - (4/11/2023 Approved)
Illinois
Registered Investment Advisory firm - (11/16/2021 Approved)
North Carolina
Registered Investment Advisory firm - (10/7/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - (1/3/2022 Approved)
Texas
Registered Investment Advisory firm - (4/14/2022 Approved)
Utah
Registered Investment Advisory firm - (2/24/2015 Approved)
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Contact information

Main Address
650 South 500 West Suite 128, Salt Lake City, UT 84101
Mailing Address
Phone number
(800) 870-8670
Established
Firm type
Fiscal year end
# of Employees
7

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.

Company Information

PL WEALTH ADVISORS, LLC

CRD#: 170887Salt Lake City, UT 84101

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