Matthew J. Butcher

WEBULL FINANCIAL LLC

St. Petersburg, FL 33716

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CRD#: 6074232

Professional summary

Matthew John Butcher is a registered financial professional currently at WEBULL FINANCIAL LLC located in St. Petersburg, Florida.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2012. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 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 John Butcher's CRS (Customer Relationship Summary).

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 7, 2024 - Present

WEBULL FINANCIAL LLC

Office #1: 200 Carillon Pkwy Floor 4, St. Petersburg, FL 33716

CRD#: 289063

St. Petersburg, FL

Past

November 9, 2020 - February 22, 2022

BNY MELLON SECURITIES CORPORATION

RIA

CRD#: 231

Tampa, FL

Past

September 28, 2020 - February 22, 2022

BNY MELLON SECURITIES CORPORATION

CRD#: 231

Tampa, FL

Past

July 31, 2015 - October 8, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WELLESLEY HILLS, MA

Past

October 22, 2014 - October 8, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WELLESLEY HILLS, MA

Past

August 15, 2012 - October 7, 2014

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

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

Florida
(6/7/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 7/30/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/26/2012

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: 8/14/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WEBULL FINANCIAL LLC

CRD#: 289063 / SEC#: , 8-69978

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

44 Wall Street 2nd Floor, New York, NY 10005

Mailing Address

44 Wall Street 2nd Floor, New York, NY 10005

Phone number

(917) 725-2448

Established

Delaware since 05/24/2017

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WEBULL HOLDINGS (US) INC.	OWNER/ MANAGING MEMBER
DENIER, ANTHONY MICHAEL	CHIEF EXECUTIVE OFFICER	3260208
ENGELSOHN, MOSHE BINYAMIN	FINOP / CHIEF FINANCIAL OFFICER	2504044
KEATING, JOHN	CHIEF COMPLIANCE OFFICER	7087074
LU, SHEN	CHIEF OPERATING OFFICER	4640530

Disclosures

Regulatory Event	5
Arbitration	1

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.

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Advisor Monitoring

Firm Stability Insights

Matthew J. Butcher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew John Butcher's CRS (Customer Relationship Summary).

Certified licenses

Experience

BNY MELLON SECURITIES CORPORATION

BNY MELLON SECURITIES CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2015

Series 63

Date: 9/26/2012

SIE

Date: 10/1/2018

Series 7

Date: 8/14/2012

FINRA

Current Firm

WEBULL FINANCIAL LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

WEBULL FINANCIAL LLC

TRUST BUT VERIFY

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