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BM

Brandon A. Matadin

THE LIFE WEALTH GROUP
WINTER GARDEN, FL 34787
Some features on this profile are disabled
CRD#: 7494022
BM

Professional summary

Brandon Andrew Matadin, who also goes by Brandon A Matadin, is a registered financial advisor currently at THE LIFE WEALTH GROUP located in Winter Garden, Florida and MADISON AVENUE SECURITIES, LLC located in Winter Garden, Florida.

Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Brandon has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brandon A Matadin

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 Brandon Andrew Matadin'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

October 16, 2025 - Present

THE LIFE WEALTH GROUP

Office #1: 270 W. Plant Street Ste. 240, Winter Garden, FL 34787
RIA
CRD#: 332978
WINTER GARDEN, FL
Current

January 26, 2026 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 270 W. Plant St. Suite 240, Winter Garden, FL 34787
RIA
BD
CRD#: 23224
Winter Garden, FL
Past

July 21, 2025 - September 3, 2025

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Orlando, FL
Past

July 18, 2025 - September 3, 2025

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Orlando, FL
Past

March 25, 2025 - May 22, 2025

MORGAN STANLEY

BD
CRD#: 149777
Tampa, FL

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".
TL
THE LIFE WEALTH GROUP
LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.

CRD#: 332978 / SEC#: 801-131318

RIA
Registered Investment Advisory firm - (10/18/2024 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
California
(1/26/2026)
IAR
Florida
(10/16/2025)
RR
Florida
(1/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/11/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/4/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/25/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/18/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

TL
THE LIFE WEALTH GROUP
LIFEWEALTH INVESTMENTS, LLC | THE LIFE WEALTH GROUP | SIGNIFICANT WEALTH MANAGEMENT, INC.

CRD#: 332978 / SEC#: 801-131318

RIA
Registered Investment Advisory firm - (10/18/2024 Approved)
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Contact information

Main Address
270 W. Plant Street Ste. 240, Winter Garden, FL 34787
Mailing Address
Phone number
(407) 299-4129
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE LIFEWEALTH GROUP ADV 2A (7/11/2025)

Regulatory assets under management

Total Number of Accounts314
AUM (Assets Under Management)$ 177,712,580

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.

Company Information

THE LIFE WEALTH GROUP

CRD#: 332978Winter Garden, FL 34787

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