Matthew R. Sutorius

CLARK NUBER WEALTH MANAGEMENT

BELLEVUE, WA 98004

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CRD#: 8014490

Professional summary

Matthew Ralph Sutorius is a registered financial advisor currently at CLARK NUBER WEALTH MANAGEMENT located in Bellevue, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matthew has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ralph Sutorius'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

November 27, 2024 - Present

CLARK NUBER WEALTH MANAGEMENT

Office #1: 555 110th Ave Ne Suite 700, Bellevue, WA 98004

RIA

CRD#: 118159

BELLEVUE, WA

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

Washington
(11/27/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/2024

Uniform Investment Adviser Law Examination

Current Firm

CLARK NUBER WEALTH MANAGEMENT

CLARK NUBER P.S. | CLARK NUBER WEALTH MANAGEMENT, LLC | CLARK NUBER WEALTH MANAGEMENT

CRD#: 118159 / SEC#:

Washington

Registered Investment Advisory firm - (6/29/1992 Approved)

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Contact information

Main Address

555 110th Ave Ne Suite 700, Bellevue, WA 98004

Mailing Address

Phone number

(425) 454-4919

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew R. Sutorius

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CLARK NUBER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2024

Current Firm

CLARK NUBER WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

CLARK NUBER WEALTH MANAGEMENT

TRUST BUT VERIFY

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