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Matthew S. Linker
ARTA FINANCE
Seattle, WA
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CRD#: 6918720
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Professional summary
Matthew Stefan Linker is a registered financial advisor currently at ARTA FINANCE located in Seattle, Washington.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 4 firms and has passed the Series 65, Series 63, Series 3, Series 57TO, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
(1) Arta Finance Inc, Mountain View, CA; Investment related; Started August 2022; Head of Derivatives: Derivatives trading and structuring. Arta Finance Inc subsidiaries include but not limited to Arta Finance Wealth Management, Arta Finance Securities, Arta Finance Wealth Pte Ltd, Arta Finance Insurance and Arta Finance Club. Receives/has equity ownership. 40 hours/week. (2) Arta Finance Securities, Mountain View, CA; Investment related; Started August 2022; Head of Derivatives: Derivatives trading and structuring; Future FINRA broker dealer subsidiary of Arta Finance Inc. Receives/has equity ownership. 40 hours/week. (3) Arta Wealth Management Pte Ltd., Singapore; Investment related; Started August 2022; Head of Derivatives: Derivatives trading and structuring; Singapore subsidiary of Arta Finance Inc. Receives/has equity ownership. 40 hours/week. (4) Arta Finance Wealth Management, Mountain View, CA; Investment related; Started August 2022; Head of Derivatives: Derivatives trading and structuring; US RIA subsidiary of Arta Finance Inc. Receives/has equity ownership; 40 hours/week. (5) Hawaii Pacific Model United Nations, Honolulu, HI; Not investment related; Started August 2016; President of Board of Directors; PacMUN is a nonprofit that puts on educational conferences for high schoolers in Honolulu, Hawaii; 1 hour/week. (6) Stanford University, Stanford, CA; Not investment related; Started October 2019; Course facilitator: remote course facilitator for a Stanford Center for Professional Development course on artificial intelligence; 4 hours/week.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Stefan Linker'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®
NoneExperience
Current
August 16, 2023 - Present
ARTA FINANCE
RIA
CRD#: 318714
Seattle, WA
Past
January 27, 2025 - October 14, 2025
ALDER SECURITIES LLC
BD
CRD#: 326041
GREENWICH, CT
Past
August 29, 2024 - April 24, 2025
FOUR POINTS CAPITAL PARTNERS LLC
BD
CRD#: 43149
RIDGEWOOD, NJ
Past
August 16, 2019 - September 27, 2022
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
New York, NY
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".
AF
ARTA FINANCE
ARBO WORKS | ARTA FINANCE WEALTH MANAGEMENT, LLC | ARTA FINANCE | ARBO WORKS WEALTH MANAGEMENT, LLC | ARBO WORKS INC
CRD#: 318714 / SEC#: 801-123662
RIA
Registered Investment Advisory firm - (4/8/2022 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
Washington(8/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 57TO
Date: 8/26/2019
Securities Trader ExamGeneral Industry/Product Exam
RR
Series 7TO
Date: 8/16/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AF
ARTA FINANCE
ARBO WORKS | ARTA FINANCE WEALTH MANAGEMENT, LLC | ARTA FINANCE | ARBO WORKS WEALTH MANAGEMENT, LLC | ARBO WORKS INC
CRD#: 318714 / SEC#: 801-123662
RIA
Registered Investment Advisory firm - (4/8/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
153 Castro Street Suite 200, Mountain View, CA 94041
Mailing Address
Phone number
(650) 318-3898
Established
Firm type
Fiscal year end
# of Employees
88
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 738 |
| AUM (Assets Under Management) | $ 123,417,953 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/26/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
