Matthew Apelman
Professional Summary
Matthew Apelman, who also goes by Matthew Jacob Apelman, Jacob Apelman, Matthew Apelman, is a registered financial advisor currently at WEALTHION located in Savannah, Georgia. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Matthew has worked at 2 firms and has passed the Series 65, Series 63, 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
Matthew Jacob Apelman, Jacob Apelman, Matthew Apelman
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
1 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
GREYLOCK PEAK INVESTMENTS, LLC | WEALTHION | GREYLOCK PEAK VENTURES LLC
Contact Information
Main Address
485 Lexington Avenue Suite 304, New York, NY 10017Phone Number
(646) 822-1269# of Employees
3SEC notice filing (40 States and Territories)
Registered to provide investment advisory services in 40 US states and territories.
Documents
Part 2 Brochures
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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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Primary Firm SEC Registration
GREYLOCK PEAK INVESTMENTS, LLC | WEALTHION | GREYLOCK PEAK VENTURES LLC
State Registrations and Notice Filings
(9/8/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Apelman's CRS (Customer Relationship Summary).
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