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Matthew Gerard Wyllie

Rwa Wealth Partners

Boston, MA

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Current Employers
Rwa Wealth Partners

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2012-02-22
  • MA RA
    APPROVED
    Since 2012-02-22

Branch Locations

Prudential Tower 800 Boylston Street, Boston, MA 02199 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Adviser Investments Llc Newton MA 02/2012 11/2023
Rwa Wealth Partners, Llc Newton MA 11/2023 Present
  • 02/2012 → 11/2023
    Adviser Investments Llc
    Newton, MA
  • 11/2023 → Present
    Rwa Wealth Partners, Llc
    Newton, MA
Previous Registrations
  • 2008-12-03 → 2012-03-02
    Adviser Investments
    Newton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-30
  • S66 Uniform Combined State Law Examination
    2004-07-30
Designations

View on SEC IAPD

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