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MR

Matthew J. Rodgers

VEST FINANCIAL
Berkley, MI
Some features on this profile are disabled
CRD#: 7016812
MR
Matthew J RodgersVEST FINANCIAL

Professional summary

Matthew J Rodgers, who also goes by Matt Rodgers, Matthew James Rodgers, is a registered financial advisor currently at VEST FINANCIAL LLC located in Berkley, Michigan and VEST SECURITIES, LLC located in Mclean, Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 5 firms and has passed the Series 66, Series 31, Series 7TO and SIE exams.

Aliases

Matt Rodgers | Matthew James Rodgers

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 J Rodgers'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®
None

Experience

Current

July 6, 2026 - Present

VEST FINANCIAL LLC

RIA
CRD#: 165976
Berkley, MI
Current

May 28, 2026 - Present

VEST SECURITIES, LLC

Office #1: 8350 Broad Street Suite 240, Mclean, VA 22102
BD
CRD#: 317379
MCLEAN, VA
Past

March 30, 2020 - May 4, 2026

CLARKSTON CAPITAL PARTNERS, LLC

RIA
CRD#: 143456
ROCHESTER, MI
Past

October 23, 2019 - April 21, 2026

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
Rochester, MI
Past

January 22, 2019 - September 23, 2019

MORGAN STANLEY

RIA
CRD#: 149777
BLOOMFIELD HILLS, MI
Past

November 29, 2018 - September 23, 2019

MORGAN STANLEY

BD
CRD#: 149777
BLOOMFIELD HILLS, MI

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".
VF
VEST FINANCIAL LLC
CBOE VEST FINANCIAL LLC | VEST FINANCIAL LLC | VEST | CONVEXCEL ASSET MANAGEMENT LLC | CONVEXCEL

CRD#: 165976 / SEC#: 801-77463

RIA
Registered Investment Advisory firm - (1/3/2013 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Michigan
(5/28/2026)
IAR
Michigan
(7/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/22/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 3/26/2019
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/29/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/2/2018
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

VF
VEST FINANCIAL LLC
CBOE VEST FINANCIAL LLC | VEST FINANCIAL LLC | VEST | CONVEXCEL ASSET MANAGEMENT LLC | CONVEXCEL

CRD#: 165976 / SEC#: 801-77463

RIA
Registered Investment Advisory firm - (1/3/2013 Approved)
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Contact information

Main Address
8350 Broad St Suite 240, Mclean, VA 22102-5150
Mailing Address
Phone number
(855) 979-6060
Established
Firm type
Fiscal year end
# of Employees
43

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/5/2025)

Regulatory assets under management

Total Number of Accounts145
AUM (Assets Under Management)$ 39,304,330,239

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

VEST FINANCIAL LLC

CRD#: 165976Berkley, MI

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