Matthew J. Daley

DECISIONPOINT FINANCIAL

GIG HARBOR, WA 98332

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CRD#: 6505678

Professional summary

Matthew Judson Daley, AIF®, CFP®, who also goes by Matthew Daley, is a registered financial advisor currently at DECISIONPOINT FINANCIAL, LLC located in Gig Harbor, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Daley

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 Judson Daley'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

June 12, 2018 - Present

DECISIONPOINT FINANCIAL, LLC

Office #1: 5727 Baker Way Suite 101, Gig Harbor, WA 98332

RIA

CRD#: 296988

GIG HARBOR, WA

Past

February 9, 2018 - September 12, 2018

ARISTA WEALTH MANAGEMENT, LLC

RIA

CRD#: 141504

Mesa, AZ

Past

August 28, 2017 - December 6, 2017

MOSS ADAMS WEALTH ADVISORS LLC

RIA

CRD#: 108917

SEATTLE, WA

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".

DECISIONPOINT FINANCIAL, LLC

CRD#: 296988 / SEC#: 801-113384

RIA

Registered Investment Advisory firm - (6/1/2018 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

Arizona
(6/12/2018)

IAR

Washington
(5/13/2019)

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: 8/28/2017

Uniform Investment Adviser Law Examination

Current Firm

DECISIONPOINT FINANCIAL, LLC

CRD#: 296988 / SEC#: 801-113384

RIA

Registered Investment Advisory firm - (6/1/2018 Approved)

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Contact information

Main Address

2812 North Norwalk Suite 116, Mesa, AZ 85215

Mailing Address

Phone number

(480) 553-6249

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,377
AUM (Assets Under Management)	$ 848,664,616

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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Matthew J. Daley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Judson Daley's CRS (Customer Relationship Summary).

Certified licenses

Experience

DECISIONPOINT FINANCIAL, LLC

ARISTA WEALTH MANAGEMENT, LLC

MOSS ADAMS WEALTH ADVISORS LLC

Primary Firm SEC Registration

DECISIONPOINT FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2017

Current Firm

DECISIONPOINT FINANCIAL, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DECISIONPOINT FINANCIAL, LLC

TRUST BUT VERIFY

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