Matthew B. Rados

Some features on this profile are disabled

CRD#: 6660159

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Blair Rados was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 2017. Matthew had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 8, 2018 - August 13, 2019

BNB WEALTH MANGAGEMENT, LLC

RIA

CRD#: 107702

SILVER SPRING, MD

Past

November 13, 2017 - July 8, 2019

CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169

SILVER SPRING, MD

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".

BNB WEALTH MANGAGEMENT, LLC

CRD#: 107702 / SEC#: 801-53808

RIA

Registered Investment Advisory firm - (2/7/1997 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 3/6/2018

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: 11/13/2017

General Securities Representative Examination

Current Firm

BNB WEALTH MANGAGEMENT, LLC

CRD#: 107702 / SEC#: 801-53808

RIA

Registered Investment Advisory firm - (2/7/1997 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8730 Georgia Avenue Suite 500, Silver Spring, MD 20910

Mailing Address

Phone number

(301) 562-7300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 A (3/3/2025)

Regulatory assets under management

Total Number of Accounts	519
AUM (Assets Under Management)	$ 252,000,000

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew B. Rados

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BNB WEALTH MANGAGEMENT, LLC

CAPITOL SECURITIES MANAGEMENT, INC.

Primary Firm SEC Registration

BNB WEALTH MANGAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/6/2018

SIE

Date: 10/1/2018

Series 7

Date: 11/13/2017

Current Firm

BNB WEALTH MANGAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BNB WEALTH MANGAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors