Matthew J. Gentzkow

WADDELL & ASSOCIATES

Memphis, TN 38117

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CRD#: 6226376

Professional summary

Matthew John Gentzkow, who also goes by Matthew Gentzkow, is a registered financial advisor currently at WADDELL & ASSOCIATES, LLC located in Memphis, Tennessee.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Gentzkow

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) - RIA

Click below to view Matthew John Gentzkow'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

May 8, 2024 - Present

WADDELL & ASSOCIATES, LLC

Office #1: 5188 Wheelis Drive, Memphis, TN 38117

RIA

CRD#: 283723

Memphis, TN

Past

November 19, 2015 - March 25, 2024

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NASHVILLE, TN

Past

November 19, 2015 - March 25, 2024

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NASHVILLE, TN

Past

April 13, 2015 - November 20, 2015

MORGAN STANLEY

RIA

CRD#: 149777

NASHVILLE, TN

Past

April 9, 2015 - November 20, 2015

MORGAN STANLEY

CRD#: 149777

NASHVILLE, TN

Past

May 12, 2014 - April 7, 2015

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NASHVILLE, TN

Past

February 4, 2014 - April 7, 2015

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NASHVILLE, TN

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".

WADDELL & ASSOCIATES, LLC

CRD#: 283723 / SEC#: 801-107784

RIA

Registered Investment Advisory firm - (5/18/2016 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.

Highlighted states indicate IAR registrations

IAR

Tennessee
(5/8/2024)

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

State Security Law Exam

IAR

Series 66

Date: 5/6/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/4/2014

General Securities Representative Examination

Current Firm

WADDELL & ASSOCIATES, LLC

CRD#: 283723 / SEC#: 801-107784

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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Contact information

Main Address

5188 Wheelis Drive, Memphis, TN 38117

Mailing Address

Phone number

(901) 767-9187

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WADDELL ASSOCIATES LLC ADV PART 2A OCT 2025 (10/20/2025)

Regulatory assets under management

Total Number of Accounts	2,791
AUM (Assets Under Management)	$ 1,701,742,264

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. Gentzkow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

WADDELL & ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/6/2014

SIE

Date: 10/1/2018

Series 7

Date: 2/4/2014

Current Firm

WADDELL & ASSOCIATES, LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WADDELL & ASSOCIATES, LLC

TRUST BUT VERIFY

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