Brad A. Matos

ACHIEVING VERITAS LLC

ST. AUGUSTINE, FL 32080

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CRD#: 7256178

Professional summary

Brad Alexander Matos is a registered financial advisor currently at ACHIEVING VERITAS LLC located in St. Augustine, Florida.

Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brad has worked at 2 firms and has passed the Series 65, Series 63, 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)TOTUS TUUS CONSULTING; YES; ST. AUGUSTINE, FL; INSURANCE SALES; INSURANCE AGENT; 01/2024; 80/ HRS MO; 80/ HRS MO; (2) International Languages Service, Inc.; No; Orange park, FL; Language Service Provider; Operations; 03/2023; 20-30/ HRS MO; 0/ HRS MO; Operations, payroll, accounting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Alexander Matos'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

March 18, 2024 - Present

ACHIEVING VERITAS LLC

Office #1: 1301 Plantation Island Drive S. Suite 201b, St. Augustine, FL 32080

RIA

CRD#: 327170

ST. AUGUSTINE, FL

Past

August 25, 2020 - December 21, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

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

Florida
(3/18/2024)

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

State Security Law Exam

IAR

Series 65

Date: 2/23/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/2/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/25/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/20/2020

Securities Industry Essentials Examination

Current Firm

ACHIEVING VERITAS LLC

CRD#: 327170 / SEC#:

Florida

Registered Investment Advisory firm - (8/25/2023 Approved)

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Contact information

Main Address

1301 Plantation Island Drive S. Suite 201b, St. Augustine, FL 32080

Mailing Address

Phone number

(904) 471-6444

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	175
AUM (Assets Under Management)	$ 41,889,627

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.

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Brad A. Matos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Alexander Matos's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACHIEVING VERITAS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/2024

Series 63

Date: 9/2/2020

Series 7TO

Date: 8/25/2020

SIE

Date: 8/20/2020

Current Firm

ACHIEVING VERITAS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ACHIEVING VERITAS LLC

TRUST BUT VERIFY

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