Matthew S. Curtis

ALPHA RETIREMENT WEALTH

Gold River, CA 95670

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CRD#: 6288664

Professional summary

Matthew Sydney Curtis, who also goes by Matt S Curtis, is a registered financial advisor currently at ALPHA RETIREMENT WEALTH, LLC located in Gold River, California.

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 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt S Curtis

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 Sydney Curtis'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®

None

Experience

Current

January 7, 2016 - Present

ALPHA RETIREMENT WEALTH, LLC

Office #1: 2377 Gold Meadow Drive #100, Gold River, CA 95670

RIA

CRD#: 281786

Gold River, CA

Past

January 14, 2015 - February 8, 2017

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

SACRAMENTO, CA

Past

January 13, 2014 - January 2, 2015

SPRINGER FINANCIAL ADVISORS

RIA

CRD#: 111072

SACRAMENTO, CA

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

California
(1/7/2016)

IAR

Colorado
(2/2/2023)

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 65

Date: 12/20/2013

Uniform Investment Adviser Law Examination

Current Firm

ALPHA RETIREMENT WEALTH, LLC

CRD#: 281786 / SEC#:

California

Registered Investment Advisory firm - (1/1/2016 Approved)

Colorado

Registered Investment Advisory firm - (2/2/2023 Approved)

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Contact information

Main Address

2377 Gold Meadow Drive #100, Gold River, CA 95670

Mailing Address

Phone number

(916) 229-8346

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	125
AUM (Assets Under Management)	$ 23,705,684

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew S. Curtis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Sydney Curtis's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHA RETIREMENT WEALTH, LLC

BROOKSTONE WEALTH ADVISORS, LLC

SPRINGER FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2013

Current Firm

ALPHA RETIREMENT WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALPHA RETIREMENT WEALTH, LLC

TRUST BUT VERIFY

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