MW
Matthew Willer
DALMORE GROUP LLC
Denver, CO 80237
Some features on this profile are disabled
CRD#: 7653394
MW
Professional summary
Matthew Willer is a registered financial professional currently at DALMORE GROUP LLC located in Denver, Colorado.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2023. Matthew has worked at 1 firm and has passed the Series 63, Series 7TO, Series 82TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Matthew Willer'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®
NoneExperience
Current
March 30, 2023 - Present
DALMORE GROUP LLC
Office #1: 4643 South Ulster Street, Suite 1510, Denver, CO 80237BD
CRD#: 136352
Denver, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama(4/5/2023)
RR
Alaska(4/4/2023)
RR
Arizona(4/4/2023)
RR
Arkansas(4/5/2023)
RR
California(4/3/2023)
RR
Colorado(3/30/2023)
RR
Connecticut(3/31/2023)
RR
Delaware(4/10/2023)
RR
District of Columbia(4/4/2023)
RR
Florida(4/17/2023)
RR
Georgia(4/3/2023)
RR
Hawaii(4/5/2023)
RR
Idaho(4/4/2023)
RR
Illinois(5/3/2023)
RR
Indiana(4/5/2023)
RR
Iowa(3/30/2023)
RR
Kansas(3/30/2023)
RR
Kentucky(3/31/2023)
RR
Louisiana(3/31/2023)
RR
Maine(3/31/2023)
RR
Maryland(4/4/2023)
RR
Massachusetts(3/30/2023)
RR
Michigan(4/3/2023)
RR
Minnesota(3/31/2023)
RR
Mississippi(3/31/2023)
RR
Missouri(4/10/2023)
RR
Montana(4/4/2023)
RR
Nebraska(3/30/2023)
RR
Nevada(4/4/2023)
RR
New Hampshire(4/4/2023)
RR
New Jersey(3/31/2023)
RR
New Mexico(4/3/2023)
RR
New York(3/31/2023)
RR
North Carolina(3/31/2023)
RR
North Dakota(4/3/2023)
RR
Ohio(3/31/2023)
RR
Oklahoma(4/3/2023)
RR
Oregon(4/4/2023)
RR
Pennsylvania(4/4/2023)
RR
Puerto Rico(4/5/2023)
RR
Rhode Island(4/5/2023)
RR
South Carolina(3/31/2023)
RR
South Dakota(4/4/2023)
RR
Tennessee(4/4/2023)
RR
Texas(3/31/2023)
RR
Utah(3/31/2023)
RR
Vermont(3/30/2023)
RR
Virginia(3/31/2023)
RR
Washington(3/30/2023)
RR
West Virginia(3/30/2023)
RR
Wisconsin(4/4/2023)
RR
Wyoming(4/4/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/18/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 82TO
Date: 3/29/2023
Limited Representative-Private Securities OfferingsGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
DG
DALMORE GROUP LLC
DALMORE GROUP LLC
CRD#: 136352 / SEC#: , 8-67002
BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
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Contact information
Main Address
525 Green Place, Woodmere, NY 11598
Mailing Address
525 Green Place, Woodmere, NY 11598
Phone number
(917) 887-1948
Established
New York since 04/07/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
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.
