Matthew Charles Maiers

Employer firm

Hunter Street Investment Advisors LLC CRD 145334

$166M regulatory AUM 350 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 3RD PARTY TAX PREPARATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 01/2017
  Flexible Plan Inv
  Bloomfield Hills, MI
• 01/2017 → 10/2018
  Global Financial
  Sarasota, FL
• 10/2018 → 05/2019
  Raymond James Financial Services,Inc
  Cary, NC
• 01/2019 → 06/2019
  Knights Of Columbus
  Apex, NC
• 06/2019 → 09/2019
  Hobart Private Capital, Llc
  Charlotte, NC
• 09/2019 → Present
  Hunter Street Investment Advisors Llc
  Apex, NC

Previous Registrations

• 2019-10-02 → 2025-02-11
  Hunter Street Investment Advisors Llc
  Apex, NC
• 2019-06-06 → 2019-09-30
  Hobart Wealth
  Charlotte, NC
• 2019-01-08 → 2019-04-29
  Raymond James Financial Services Advisors, Inc
  Cary, NC

Other Businesses

1) Knights of Columbus. Address: Apex, NC. Nature of the Business: Non Profit Org. - Founder/Leadership. Position/Title: Finance Committee Member. Investment Related:Yes. Start Date: 01/01/2019. Hours per month devoted to this business: 2. Hours per month devoted to this business during trading hours: 0. Description of duties: I tally up our sales from our charity fundraising events and report the totals to our Financial Secretary. I report our month end bank account numbers to our Council during our once a month business meeting. Only our Grand Knight has direct access to money.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-20
• S63 Uniform Securities Agent State Law Examination
  2000-12-22

Other Names

• Matthew Charles Maiers
• Matt Maiers