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MR

Matthew J. Rodgers

VEST SECURITIES
MCLEAN, VA 22102
CRD#: 7016812
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MR
Matthew J RodgersVEST SECURITIES

Professional summary

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

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 4 firms and has passed the Series 66, Series 31, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Matthew J Rodgers'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®
None

Experience

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

State Registrations and Notice Filings

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

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)

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

VS
VEST SECURITIES, LLC
VEST SECURITIES, LLC

CRD#: 317379 / SEC#: , 8-70829

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
8350 Broad Street Suite 240, Mclean, VA 22101
Mailing Address
8350 Broad Street Suite 240, Mclean, VA 22101
Phone number
(855) 979-6060
Established
Delaware since 03/19/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
VEST GROUP, INC.SOLE MEMBER
BRANT, DAVID ROBERTFINOP/PFO/POO2718478
CHANG, JEFFERY YI-BINGPRESIDENT5034993
PORTWOOD, WILLIAM BOYCECHIEF COMPLIANCE OFFICER4853700
SOOD, KARANCHIEF EXECUTIVE OFFICER5256243

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 SECURITIES, LLC

CRD#: 317379Mclean, VA 22102

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