Matthew J. Currier

DOYENNE WEALTH ADVISORS | ADVISOR

Chicago, IL 60606

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CRD#: 7164708

Professional summary

Matthew Joseph Currier, CFP®, who also goes by Matthew Currier, is a registered financial advisor currently at DOYENNE WEALTH ADVISORS located in Chicago, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 3 firms .

Biography

I began my career in commercial banking as an analyst for a loan production team. During that time, I helped arrange financing for business owners to both operate and access wealth inside their companies. After a few years in that role, I transitioned to the bank’s private wealth management division to work more closely with clients. What I have enjoyed most so far in my career is playing a part in helping individuals achieve success in business as well as financial independence.

Spending time with friends and family is the biggest part of my Private Vista. I also enjoy every chance I get to spend time outdoors – whether it’s golfing in the summer, skiing in the winter, finding a quiet place to read or taking the dog for a much-needed walk – I love being outside as much as possible.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Currier

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 Joseph Currier'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®

CFP^®

Certified Financial Planner

Education

Michigan State University

Bachelor of Arts - Finance, Minor in Economics

Experience

Current

October 25, 2024 - Present

DOYENNE WEALTH ADVISORS

Office #1: 227 W Monroe Street Suite 4650, Chicago, IL 60606

RIA

CRD#: 315995

Chicago, IL

Past

October 30, 2020 - October 11, 2024

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Chicago, IL

Past

August 26, 2019 - November 6, 2020

PRIVATE VISTA, LLC

RIA

CRD#: 108084

CHICAGO, IL

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".

DOYENNE WEALTH ADVISORS

DOYENNE WEALTH ADVISORS | DOYENNE WEALTH ADVISORS, LLC | DOYENNE WEALTH ADVISORS LLC

CRD#: 315995 / SEC#: 801-122292

RIA

Registered Investment Advisory firm - (10/1/2021 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.

Highlighted states indicate IAR registrations

IAR

Illinois
(10/25/2024)

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.

Exams

Current Firm

DOYENNE WEALTH ADVISORS

DOYENNE WEALTH ADVISORS | DOYENNE WEALTH ADVISORS, LLC | DOYENNE WEALTH ADVISORS LLC

CRD#: 315995 / SEC#: 801-122292

RIA

Registered Investment Advisory firm - (10/1/2021 Approved)

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Contact information

Main Address

227 W Monroe Street Suite 4650, Chicago, IL 60606

Mailing Address

Phone number

(312) 374-0844

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DOYENNE WEALTH ADVISORS (3/28/2025)

Regulatory assets under management

Total Number of Accounts	748
AUM (Assets Under Management)	$ 1,811,553,817

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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Matthew J. Currier

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Education

Michigan State University

Experience

DOYENNE WEALTH ADVISORS

HIGHTOWER ADVISORS, LLC

PRIVATE VISTA, LLC

Primary Firm SEC Registration

DOYENNE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

DOYENNE WEALTH ADVISORS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DOYENNE WEALTH ADVISORS

TRUST BUT VERIFY

Contact information

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