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Matthew L Peoples

Orchard Securities, LLC

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About Matthew L Peoples

Matthew Peoples is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Orchard Securities, LLC in Denver, CO. Prior to that, Matthew worked at MIT Associates, LLC in Tiburon, CA, Cabot Lodge Securities LLC in Burlington, NJ, and Sealy Investment Securities, LLC in Dallas, TX. Matthew has a Series 7, Series 63, and Series 65 license. Matthew is dedicated to providing his clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Matthew Peoples is currently registered with Orchard Securities, LLC. Orchard Securities, LLC, is a Limited Liability Company formed on September 27, 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

47

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.

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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Matthew Peoples’s Registration & Firm History

CO

07/31/2023 - Present

Orchard Securities, LLC (Denver CO)

CA

07/25/2022 - 07/13/2023

MIT ASSOCIATES, LLC (TIBURON CA)

NJ

08/25/2020 - 02/03/2022

CABOT LODGE SECURITIES LLC (Burlingston NJ)

TX

12/09/2019 - 07/14/2020

SEALY INVESTMENT SECURITIES, LLC (DALLAS TX)

TX

08/11/2014 - 12/02/2019

PTX SECURITIES, LLC (Plano TX)

NY

08/07/2012 - 06/09/2014

ORCHARD SECURITIES, LLC (NEW YORK NY)

CA

01/07/2011 - 06/08/2012

TNP SECURITIES, LLC (COSTA MESA CA)

CA

05/17/2010 - 10/29/2010

SELECT CAPITAL CORPORATION (SAN CLEMENTE CA)

NJ

05/14/2008 - 10/09/2009

MANAGED ACCOUNT SERVICES, LLC (PRINCETON NJ)

PA

11/07/2005 - 01/02/2008

LINCOLN FINANCIAL DISTRIBUTORS, INC. (PHILADELPHIA PA)

NY

08/14/1998 - 11/08/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/05/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew L Peoples.
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