Best Investors Account Sign in
Inactive

Matthew Charles Hunt

Centerline Wealth Advisors, LLC

Louisville, KY

CRD 4586784

Claim This Profile
Employer firm

Centerline Wealth Advisors, LLC CRD 164485

$326M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Centerline Wealth Advisors, Llc

10200 Forest Green Blvd. Suite 306, Louisville, KY 40223 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2015-01-23
  • KY RA
    APPROVED
    Since 2015-01-23

Branch Locations

10200 Forest Green Blvd. Suite 306, Louisville, KY 40223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Centerline Wealth Advisors, Llc Louisville KY 01/2015 Present
Purshe Kaplan Sterling Investments Albany NY 01/2015 09/2024
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-05
  • S66 Uniform Combined State Law Examination
    2003-11-05

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Louisville, KY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor