Matthew Devine

PREMIER WEALTH ADVISORS

San Diego, CA 92130

Some features on this profile are disabled

CRD#: 7164125

Professional summary

Matthew Devine, who also goes by Matt Devine, is a registered financial advisor currently at PREMIER WEALTH ADVISORS, LLC located in San Diego, California and INDEPENDENT FINANCIAL GROUP, LLC located in San Diego, California.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Matthew has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Devine

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.

Independent Financial Group, LLC Investment-related 12671 High Bluff Dr #200 San Diego, CA 92130 Broker Dealer Registered Representative Start date: 01/01/2025 10 hours per month 10 hours per month during trading hours Registered representative for brokerage business PREMIER WEALTH ADVISORS POSITION: Employee NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: Provide advisor support. Help with prepping financial plans and handle client requests.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Devine'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

February 12, 2025 - Present

PREMIER WEALTH ADVISORS, LLC

Office #1: 12531 High Bluff Drive Suite 110, San Diego, CA 92130

RIA

CRD#: 285510

San Diego, CA

Current

February 5, 2025 - Present

INDEPENDENT FINANCIAL GROUP, LLC

Office #1: 12531 High Bluff Drive #110, San Diego, CA 92130

RIA

CRD#: 7717

San Diego, CA

Past

September 1, 2023 - October 28, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

CALABASAS, CA

Past

September 1, 2023 - October 28, 2024

OSAIC WEALTH, INC.

CRD#: 23131

CALABASAS, CA

Past

June 14, 2021 - September 1, 2023

OSAIC SERVICES, INC.

RIA

CRD#: 133763

CALABASAS, CA

Past

November 5, 2020 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

CALABASAS, CA

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".

PREMIER WEALTH ADVISORS, LLC

CRD#: 285510 / SEC#: 801-114445

RIA

Registered Investment Advisory firm - (12/14/2018 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.

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

California
(2/5/2025)

IAR

California
(2/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/11/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/5/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/28/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

PREMIER WEALTH ADVISORS, LLC

CRD#: 285510 / SEC#: 801-114445

RIA

Registered Investment Advisory firm - (12/14/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

12531 High Bluff Drive Suite 110, San Diego, CA 92130

Mailing Address

Phone number

(858) 668-0776

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-03-25 PREMIER WEALTH ADVISORS FORM ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,576
AUM (Assets Under Management)	$ 483,173,492

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.

Similar Advisors

Paul Neves

LPL FINANCIAL LLC

IAR

SAN DIEGO, CA

Alice Ruiz

SCHWAB WEALTH ADVISORY, INC.

IAR

San Diego, CA

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew Devine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Devine's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

Primary Firm SEC Registration

PREMIER WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2021

Series 7TO

Date: 11/5/2020

SIE

Date: 2/28/2020

FINRA

Current Firm

PREMIER WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PREMIER WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors