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professional profile

Matthew Lee Adams

IAR Santa Rosa, CA CRD 5598677 Last verified October 2026

Overview

Matthew Lee Adams is an investment adviser representative based in Santa Rosa, CA, with 17 years in the industry.

Years in the industry
17
States registered
2
Exams passed
2
Current firms
1

Contact

1 business email and 1 phone number on file

Registrations and licenses

  • Registered in 2 states
  • Series 63
  • Series 65

Every state, with registration and license dates

Firms

Employment history since 2010

Book and practice

Firm assets under management on file

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