Matthew N. Assad
Professional summary
Matthew Nelson Assad is a registered financial professional currently at PRESIDIO MERCHANT PARTNERS LLC located in Denver, Colorado.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2014. Matthew has worked at 5 firms and has passed the Series 63, SIE and Series 79 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Nelson Assad's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 24, 2026 - Present
PRESIDIO MERCHANT PARTNERS LLC
Office #1: 255 Clayton Street, Suite 200, Denver, CO 80206July 19, 2024 - July 3, 2025
BRIGHTTOWER SECURITIES LLC
December 16, 2021 - May 9, 2024
COWEN AND COMPANY
April 23, 2019 - February 18, 2022
PORTICO CAPITAL ADVISORS LLC
August 29, 2014 - February 27, 2019
BARCLAYS CAPITAL INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/24/2026)
(3/24/2026)
Exams
FINRA
Current Firm
PRESIDIO MERCHANT PARTNERS LLC
CRD#: 46473 / SEC#: , 8-51431
Contact information
FINRA licenses (19 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRESIDIO FINANCIAL PARTNERS LLC DBA THE PRESIDIO GROUP LLC | SHAREHOLDER | |
| COBB, BRODIE LYLE | CEO, CCO | 2286448 |
| COLLINS, ELIZABETH SARAH | FINOP |
Red Flags
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