Matthew Marc Sousa
Professional Summary
Matthew Marc Sousa is a registered financial advisor currently at WEBULL FINANCIAL LLC located in St. Petersburg, Florida. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2021. Matthew has worked at 3 firms and has passed the Series 63, Series 52TO, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Blog Corner
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Contact Information
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Disclosures on record.
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Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
WEBULL FINANCIAL LLC
Contact Information
Main Address
44 Wall Street 2nd Floor, New York, NY 10005Mailing Address
44 Wall Street 2nd Floor, New York, NY 10005Phone Number
(929) 484-0816Established
Delaware since 05/24/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
6Arbitration
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/19/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Mar 2025About the Series 52TO examSRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Marc Sousa's CRS (Customer Relationship Summary).
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