Matthew R. Grelck
Professional summary
Matthew Ryan Grelck, who also goes by Matt Ryan Grelck, Matthew Ryan Grelck, Matthew Grelck, is a registered financial advisor currently at GRAY COLT FINANCIAL PLANNING LLC located in St. Petersburg, Florida.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Ryan Grelck's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 15, 2024 - Present
GRAY COLT FINANCIAL PLANNING LLC
March 23, 2023 - July 18, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 27, 2023 - July 18, 2024
FIDELITY BROKERAGE SERVICES LLC
November 8, 2021 - August 25, 2022
EMPOWER FINANCIAL SERVICES, INC.
March 6, 2020 - November 4, 2021
CETERA INVESTMENT SERVICES LLC
November 16, 2017 - October 9, 2018
TD AMERITRADE, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/15/2024)
(2/9/2026)
Exams
Current Firm
GRAY COLT FINANCIAL PLANNING LLC
CRD#: 333202 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 700,000 |
Red Flags
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