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Matthew John Walston

Strategic Financial, LLC

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About Matthew John Walston

Matthew Walston is a registered investment advisor with Strategic Financial, LLC. Matthew has been working in the financial services industry since January 1985. He is a Certified Public Accountant and has a Personal Financial Specialist designation. Matthew's areas of expertise include financial planning, portfolio management for businesses and individuals. He is also a 50% owner of Walston & Ignagni, P.C., which provides tax and accounting services.

Firm Information

Matthew Walston is currently registered with Strategic Financial, LLC. Strategic Financial, LLC is an investment advisor with 2 investment adviser representatives and 1 licensed agent. The firm manages approximately $40,657,125 in assets for 164 clients. The firm provides financial planning, portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.

$40.66M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Walston’s Registration & Firm History

CT

11/14/2002 - Present

Strategic Financial, LLC (SOUTH WINDSOR CT)

MO

02/07/2001 - 11/14/2002

FFP SECURITIES, INC. (CHESTERFIELD MO)

TX

01/16/1998 - 12/31/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 02/23/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/29/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew John Walston.
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