Matthew Bryan Dupon

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 11/2013 → 07/2026
  Commonwealth Financial Network
  San Diego, CA
• 07/2026 → Present
  Merit Financial Advisors
  Pasadena, CA
• 07/2026 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2013-11-01 → 2026-08-03
  Commonwealth Financial Network
  Pasadena, CA
  San Diego, CA
  Sierra Madre, CA
  Flower Mound, TX
• 2010-05-12 → 2013-12-12
  Hinds Financial Group Inc
  Lakewood, CO
• 1999-09-07 → 2013-11-07
  Cetera Wealth Services, Llc
  Pasadena, CA
  Pasadena, CA

Other Businesses

1) Merit Financial Advisors; Investment Related; At Registered Branch office location; RIA; IAR; 7/31/2026; 160 hrs/mo; 160 hrs during trading; Investment Advisor through Outside RIA. 2) Fixed Insurance; Investment Related; At Registered Branch office location; Insurance sales; Independent Insurance Agent; 1 hr/mo; 1 hr during trading; Provide insurance advice based on needs of client(s) 3) Dupont Holdings Inc; Not Investment Related; At Registered Branch office location; Holding Company; owner; 1 hr/mo; 0 hr during trading; Holding company for cash from our MontyDup business which was acquired. 4) MDSM Partners; Not Investment Related; at Registered Branch office location; Holding Company; owner; 1 hr/mo; 0 hr during trading; Holding company for cash from a previously sold business.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-11
• S63 Uniform Securities Agent State Law Examination
  1998-05-08

Designations

• Certified Financial Planner

Other Names

• Matthew Brian Dupon
• Matthew Brian Dupon