Matthew Archer

ARCHER WEALTH PLANNING

BOCA RATON, FL 33432

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CRD#: 7984159

Professional summary

Matthew Archer, who also goes by Matt Archer, is a registered financial advisor currently at ARCHER WEALTH PLANNING INC. located in Boca Raton, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Archer

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.

Archer Financial; Boca Raton, FL; Fixed insurance sales, investment related, start 2021, sales of fixed insurance products, 100 hours/month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Archer'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

February 14, 2025 - Present

ARCHER WEALTH PLANNING INC.

Office #1: 100 Plaza Real S Suite F, Boca Raton, FL 33432

RIA

CRD#: 334054

BOCA RATON, FL

Past

September 19, 2024 - February 5, 2025

FORTIS CAPITAL ADVISORS, LLC

RIA

CRD#: 309709

Boca Raton, 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

California
(4/15/2025)

IAR

Florida
(2/14/2025)

IAR

New York
(3/7/2025)

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: 9/10/2024

Uniform Investment Adviser Law Examination

Current Firm

ARCHER WEALTH PLANNING INC.

CRD#: 334054 / SEC#:

California

Registered Investment Advisory firm - (4/15/2025 Approved)

Florida

Registered Investment Advisory firm - (2/14/2025 Approved)

New York

Registered Investment Advisory firm - (3/7/2025 Approved)

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Contact information

Main Address

100 Plaza Real S Suite F, Boca Raton, FL 33432

Mailing Address

Phone number

(646) 212-8535

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Matthew Archer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ARCHER WEALTH PLANNING INC.

FORTIS CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2024

Current Firm

ARCHER WEALTH PLANNING INC.

Contact information

Documents

Red Flags

Company Information

ARCHER WEALTH PLANNING INC.

TRUST BUT VERIFY

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