MG
Matthew F. Greve
FORTITUDE FINANCIAL LLC
Spokane, WA 99202
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CRD#: 7071224
MG
Professional summary
Matthew F Greve is a registered financial advisor currently at FORTITUDE FINANCIAL LLC located in Spokane, Washington and LPL FINANCIAL LLC located in Spokane, Washington.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Matthew has worked at 3 firms and has passed the Series 66, 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. 7/20/2021 - Fortitude Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/16/2021 - 40 Hours Per Month During Securities Trading. 2. 7/27/2021 - Fortitude Financial, LLC - DBA: (Hybrid) Fortitude Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Admin. - Started 07/16/2021 - 40 Hours Per Month During Securities Trading. 3. 7/27/2021 - Fortitude Financial, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin. - Started 07/16/2021 - 40 Hours Per Month During Securities Trading - I provide administrative support to Fortitude Financial, LLC, an independent investment advisor firm. I started this business activity in 07/2021. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew F Greve'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 24, 2021 - Present
FORTITUDE FINANCIAL LLC
Office #1: 123 East 2nd Avenue, Spokane, WA 99202RIA
CRD#: 313235
Spokane, WA
Current
August 25, 2020 - Present
LPL FINANCIAL LLC
Office #1: 123 E 2nd Ave, Spokane, WA 99202RIA
BD
CRD#: 6413
Spokane, WA
Past
January 6, 2021 - July 16, 2021
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
RIA
CRD#: 151298
Spokane, WA
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".
FF
FORTITUDE FINANCIAL LLC
FORTITUDE FINANCIAL | FORTITUDE FINANCIAL LLC
CRD#: 313235 / SEC#: 801-120732
RIA
Registered Investment Advisory firm - (4/8/2021 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
Washington(1/1/2021)
IAR
Washington(8/24/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/25/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FORTITUDE FINANCIAL LLC
FORTITUDE FINANCIAL | FORTITUDE FINANCIAL LLC
CRD#: 313235 / SEC#: 801-120732
RIA
Registered Investment Advisory firm - (4/8/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
123 East 2nd Avenue, Spokane, WA 99202
Mailing Address
Phone number
(509) 931-1199
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,821 |
| AUM (Assets Under Management) | $ 270,125,810 |
Red Flags
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