MD
Matthew Doherty
BEACON GLOBAL ADVISOR NETWORK
Seattle, WA
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CRD#: 6160873
MD
Professional summary
Matthew Doherty, who also goes by Matthew Nmn Doherty, is a registered financial advisor currently at BEACON GLOBAL ADVISOR NETWORK, LLC located in Seattle, Washington and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Matthew has worked at 3 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Nmn Doherty
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.) LAWSON WEALTH - 1330 Avenue of the Americas, 23rd Floor, New York, NY 10019 - Appointed representative service, Able to continue financial planning for EU Residents, Invt Rel, EU Investment Adviser, 4 hrs/mo; 0 hrs/mo (during trading hrs). 2.) ROSEFINCH INVESTMENT ADVISORS - 6/1/2024 - 1330 Avenue of the Americas, 23rd Floor, New York, NY 10019 - Senior Equity Partner, IARF-building portfolios and managing clients pensions in both the USA & UK, Invt Rel, RA business, 120 hrs/mo; 2 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Doherty'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®
NoneExperience
Current
April 18, 2024 - Present
BEACON GLOBAL ADVISOR NETWORK, LLC
RIA
CRD#: 288833
Seattle, WA
Current
July 10, 2025 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
SUMMIT, NJ
Past
July 21, 2014 - June 10, 2024
BRITE ADVISORS USA, INC.
RIA
CRD#: 155775
New York, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BG
BEACON GLOBAL ADVISOR NETWORK, LLC
ALEXANDER PETER WEALTH MANAGEMENT | WHITEKNIGHT WEALTH US | W1 INVESTMENT GROUP USA | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PEREGRINE & BLACK | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FORTEM ADVISORS | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | ARLO GROUP | AMERITY FINANCIAL
CRD#: 288833 / SEC#: 801-110724
RIA
Registered Investment Advisory firm - (7/6/2017 Approved)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.RR
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
IAR
California(4/18/2024)
IAR
Connecticut(6/10/2024)
IAR
Florida(7/3/2024)
IAR
New York(4/18/2024)
IAR
North Carolina(4/26/2024)
IAR
Texas(4/18/2024)
RR
Texas(7/11/2025)
IAR
Washington(4/18/2024)
RR
Washington(7/11/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/10/2025
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BG
BEACON GLOBAL ADVISOR NETWORK, LLC
ALEXANDER PETER WEALTH MANAGEMENT | WHITEKNIGHT WEALTH US | W1 INVESTMENT GROUP USA | TITAN WEALTH INTERNATIONAL (USA) | TITAN FINANCIAL | THE WEALTH GENESIS | THE ARLO GROUP LIMITED | SKYBOUND WEALTH MANAGEMENT | SILVERHALL GLOBAL WEALTH | RP FINANCIAL GROUP | ROBUSTO ASSET MANAGEMENT | RENASCENCE & PARTNERS LLC | PEREGRINE & BLACK | MWC GROUP | LOADSTONE GROUP, LTD | KMI CONSULTANTS | INVESTMENTS FOR EXPATS | IFS HONG KONG | HOLBORN ASSETS, LTD | HEADWAY WEALTH | HARRISON BROOK | FORTEM ADVISORS | DEVERE & PARTNERS SWITZERLAND SA | DELTA FINANCIAL ADVISORS, INC. | CREDENCE INTERNATIONAL FINANCIAL CONSULTANCY LLC | COMBINED GLOBAL INVESTORS | CI ASSOCIATES | CHASE BUCHANAN | CARRICK WEALTH MANAGEMENT | CARRICK INVESTMENT SERVICES | CAMERON JAMES USA | BRIDGE WEALTH MANAGEMENT | BLACKPOINT CAPITAL PARTNERS | BEACON GLOBAL ADVISORS | BEACON GLOBAL ADVISOR NETWORK, LLC | AUSTEN MORRIS ASSOCIATES USA | ARLO GROUP | AMERITY FINANCIAL
CRD#: 288833 / SEC#: 801-110724
RIA
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Contact information
Main Address
One Glenlake Parkway Suite 650, Atlanta, GA 30328
Mailing Address
Phone number
(888) 679-6474
Established
Firm type
Fiscal year end
# of Employees
53
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,089 |
| AUM (Assets Under Management) | $ 396,867,180 |
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.
