Matthew Ray Walker
Professional Summary
Matthew Ray Walker, who also goes by Matt Walker, Matthew Walker, was a registered financial advisor. Matthew was a previously registered financial professional and started their career in finance 2013 - 2023. Matthew had worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Walker, Matthew Walker
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Contact Information
No current employment
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Years of Experience
13 years in the financial services industry
Current & Past Employments
Past
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Current Firm
GULLANE CAPITAL, LLC
Contact Information
Main Address
4530 St. Johns Avenue Suite 15 Unit 332, Jacksonville, FL 32210-3356Phone Number
(901) 766-1969# of Employees
2SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
13AUM (Assets Under Management)
$145,311,042Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/03/2026 | Cover Page | Report |
| 08/03/2026 | Cover Page | Report |
| 07/17/2026 | Cover Page | Report |
| 07/17/2026 | Cover Page | Report |
| 07/17/2026 | Cover Page | Report |
| 07/17/2026 | Cover Page | Report |
| 07/09/2026 | Cover Page | Report |
| 07/09/2026 | Cover Page | Report |
| 07/06/2026 | Cover Page | Report |
| 07/06/2026 | Cover Page | Report |
| 07/06/2026 | Cover Page | Report |
| 07/06/2026 | Cover Page | Report |
| 06/29/2026 | Cover Page | Report |
| 06/29/2026 | Cover Page | Report |
| 06/22/2026 | Cover Page | Report |
| 06/22/2026 | Cover Page | Report |
| 06/17/2026 | Cover Page | Report |
| 06/17/2026 | Cover Page | Report |
| 06/17/2026 | Cover Page | Report |
| 06/17/2026 | Cover Page | Report |
| 06/12/2026 | Cover Page | Report |
| 06/11/2026 | Cover Page | Report |
| 06/09/2026 | Cover Page | Report |
| 06/08/2026 | Cover Page | Report |
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
Primary Firm SEC Registration
GULLANE CAPITAL, LLC
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2013About the Series 6 examSimilar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
SOLTIS INVESTMENT ADVISORS, LLC
MORGAN STANLEY
