Matthew Oleksak

NAPLES GLOBAL ADVISORS

Naples, FL 34102

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CRD#: 6589178

Professional summary

Matthew Oleksak, CFP®, who also goes by Matt Oleksak, is a registered financial advisor currently at NAPLES GLOBAL ADVISORS located in Naples, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 3 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Oleksak

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 Oleksak'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 22, 2026 - Present

NAPLES GLOBAL ADVISORS

Office #1: 720 5th Avenue South Ste. 200, Naples, FL 34102

RIA

CRD#: 158544

Naples, FL

Past

March 6, 2017 - January 9, 2026

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300

Phoenix, AZ

Past

January 14, 2016 - March 6, 2017

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

CHARLOTTE, NC

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".

NAPLES GLOBAL ADVISORS

NAPLES GLOBAL ADVISORS | VERO BEACH GLOBAL ADVISORS | NAPLES GLOBAL ADVISORS LLC

CRD#: 158544 / SEC#: 801-72600

RIA

Registered Investment Advisory firm - (8/4/2011 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

Florida
(1/22/2026)

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

Series 63

Date: 3/11/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/14/2016

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 9/11/2019

Investment Company Products/Variable Contracts Principal Examination

Current Firm

NAPLES GLOBAL ADVISORS

NAPLES GLOBAL ADVISORS | VERO BEACH GLOBAL ADVISORS | NAPLES GLOBAL ADVISORS LLC

CRD#: 158544 / SEC#: 801-72600

RIA

Registered Investment Advisory firm - (8/4/2011 Approved)

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Contact information

Main Address

720 5th Avenue South Ste. 200, Naples, FL 34102

Mailing Address

Phone number

(239) 776-7900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B (3/20/2025)

ADV PART 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,688
AUM (Assets Under Management)	$ 1,654,697,768

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/19/2025	Cover Page	Report
01/27/2025	Cover Page	Report
01/27/2025	Cover Page	Report
03/25/2024	Cover Page	Report
01/03/2023	Cover Page	Report

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 Oleksak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BRIGHTHOUSE SECURITIES, LLC

METLIFE INVESTORS DISTRIBUTION COMPANY

Primary Firm SEC Registration

NAPLES GLOBAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 3/11/2016

SIE

Date: 10/1/2018

Series 6

Date: 1/14/2016

Series 26

Date: 9/11/2019

Current Firm

NAPLES GLOBAL ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NAPLES GLOBAL ADVISORS

TRUST BUT VERIFY

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