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MD

Matthew Dallas

PORTFOLIO GUIDE
ST. LOUIS, MO
Some features on this profile are disabled
CRD#: 6616562
MD

Professional summary

Matthew Dallas, CFP®, who also goes by Matt Dallas, is a registered financial advisor currently at PORTFOLIO GUIDE located in St. Louis, Missouri.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Dallas

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.
BURROUGH LANE HOME OWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOA; START DATE: 7/2023; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: COLLECT ANNUAL DUES & PAY FOR LANE SERVICES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Dallas'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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

August 12, 2025 - Present

PORTFOLIO GUIDE

RIA
CRD#: 337318
ST. LOUIS, MO
Past

March 11, 2022 - June 17, 2025

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
ST. LOUIS, MO
Past

March 9, 2022 - June 17, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ST. LOUIS, MO
Past

November 11, 2020 - May 3, 2022

BUCKINGHAM STRATEGIC WEALTH, LLC

RIA
CRD#: 143323
ST LOUIS, MO
Past

April 21, 2016 - November 9, 2020

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ST. LOUIS, MO
Past

March 30, 2016 - November 9, 2020

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
ST. LOUIS, MO
Past

March 21, 2016 - March 30, 2016

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
KIRKWOOD, MO

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
Missouri
(8/12/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/19/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/14/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/2016
General Securities Representative Examination

Current Firm

PG
PORTFOLIO GUIDE
PORTFOLIO GUIDE | PORTFOLIO GUIDE LLC

CRD#: 337318 / SEC#:

Missouri
Registered Investment Advisory firm - (8/12/2025 Approved)
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Contact information

Main Address
St. Louis, MO
Mailing Address
Phone number
(615) 480-0639
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

PORTFOLIO GUIDE

CRD#: 337318St. Louis, MO

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