MA
Matthew Apelman
WEALTHION
SAVANNAH, GA 31401
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CRD#: 8046758
MA
Matthew ApelmanWEALTHION
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
Always Fiduciary
Aliases
Matthew Jacob Apelman | Jacob Apelman | Matthew Apelman
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) - RIA
Click below to view Matthew Apelman'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
September 8, 2026 - Present
WEALTHION
Office #1: 119 Martin Luther King Junior Boulevard, Savannah, GA 31401RIA
CRD#: 158941
SAVANNAH, GA
Past
May 30, 2025 - January 14, 2026
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GREENWOOD VILLAGE, CO
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".
WE
WEALTHION
GREYLOCK PEAK INVESTMENTS, LLC | WEALTHION | GREYLOCK PEAK VENTURES LLC
CRD#: 158941 / SEC#: 801-117887
RIA
Registered Investment Advisory firm - (1/3/2020 Approved)California
Registered Investment Advisory firm - (2/9/2020 Terminated)Colorado
Registered Investment Advisory firm - (1/13/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/21/2020 Terminated)Louisiana
Registered Investment Advisory firm - (1/10/2020 Terminated)Massachusetts
Registered Investment Advisory firm - (1/10/2020 Terminated)Michigan
Registered Investment Advisory firm - (1/10/2020 Terminated)Minnesota
Registered Investment Advisory firm - (1/10/2020 Terminated)New York
Registered Investment Advisory firm - (1/10/2020 Terminated)North Carolina
Registered Investment Advisory firm - (1/28/2020 Terminated)Oregon
Registered Investment Advisory firm - (1/10/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/15/2020 Terminated)Texas
Registered Investment Advisory firm - (1/10/2020 Terminated)Washington
Registered Investment Advisory firm - (1/17/2020 Terminated)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
Georgia(9/8/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
PR
Series 7TO
Passed: 5/30/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
WE
WEALTHION
GREYLOCK PEAK INVESTMENTS, LLC | WEALTHION | GREYLOCK PEAK VENTURES LLC
CRD#: 158941 / SEC#: 801-117887
RIA
Registered Investment Advisory firm - (1/3/2020 Approved)California
Registered Investment Advisory firm - (2/9/2020 Terminated)Colorado
Registered Investment Advisory firm - (1/13/2020 Terminated)Georgia
Registered Investment Advisory firm - (2/21/2020 Terminated)Louisiana
Registered Investment Advisory firm - (1/10/2020 Terminated)Massachusetts
Registered Investment Advisory firm - (1/10/2020 Terminated)Michigan
Registered Investment Advisory firm - (1/10/2020 Terminated)Minnesota
Registered Investment Advisory firm - (1/10/2020 Terminated)New York
Registered Investment Advisory firm - (1/10/2020 Terminated)North Carolina
Registered Investment Advisory firm - (1/28/2020 Terminated)Oregon
Registered Investment Advisory firm - (1/10/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/15/2020 Terminated)Texas
Registered Investment Advisory firm - (1/10/2020 Terminated)Washington
Registered Investment Advisory firm - (1/17/2020 Terminated)Loading...
Contact information
Main Address
485 Lexington Avenue Suite 304, New York, NY 10017
Mailing Address
Phone number
(646) 822-1269
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (40 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
