Matthew A. Morley
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew Allen Morley, who also goes by Matt Morley, was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2012. Matthew had worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 24, 2013 - January 3, 2024
PENDLETON STREET ADVISORS, LLC
June 7, 2013 - June 24, 2013
HAYDEN HARPER WEALTH ADVISORY, LLC
August 22, 2012 - August 21, 2013
WHM CAPITAL ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
PENDLETON STREET ADVISORS, LLC
CRD#: 168040 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 152 |
| AUM (Assets Under Management) | $ 83,164,799 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 09/25/2024 | ||
| 10/27/2023 |
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.
