Matthew J Saul

Current Employers

Employment History

• 01/2015 → 03/2017
  Metlife Securities Inc.
  New York, NY
• 03/2017 → 08/2025
  Mml Investors Services, Llc
  Jupiter, FL
• 07/2016 → 08/2025
  Massmutual Life Insurance Co
  Jupiter, FL
• 09/2025 → Present
  Saul Wealth Advisors, Llc
  Miami, FL

Previous Registrations

• 2021-06-14 → 2025-09-11
  Mml Investors Services, Llc
  New York, NY
  Elmsford, NY
  Jupiter, FL
  Miami, FL

Other Businesses

(1) Name: Matthew J. Saul Inv rel: Y Add: 601 Heritage Drive Suite 219 Jupiter FL 33458 Nature: Outside Business Insurance Position: Agent Start date: 07/2010 No. HR/MO: 10 No. HR/MO during sec trading: 10 Describe duties: individual and group life, individual and group health. Independent Ins. Agent from Bus. Address 10hrs sec, 10 hrs non sec, Fixed Annuities. (2) Name: Matthew J. Saul Inv rel: Y Add: Residential address Nature: Life Settlements/Viaticals Position: Agent/ Independent Insurance Agent 1 sec hr - 1 non sec hr selling life settlement Start date: 06/2016 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe duties: Assist customers with sales of whole life and/or universal life policies to a Life Settlement Company. Assist customers with sales of variable life policies to a Life Settlement Company. (3) Name: Saul Wealth Advisors LLC Inv rel: Y Add: Residential Address Nature: other Position: Saul Wealth Advisors LLC Start date: 1/1/2011 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe duties: Financial Services DBA for the Independent Insurance business. (4) Name: Saul, LLC Inv rel: Y Add: Residential Address Nature: other Position: Ownership/Managing Member of Saul, LLC Start date: 06/09/2019 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe duties: Saul, LLC is holding entity for Approved Private securities transactions and other personal investments. I am 100% Owner. (5) Name: Saul Wealth Advisors, Inc. Inv rel: Y Add: 601 Heritage Drive, Suite 219, Jupiter Florida 334587 Nature: other Position: Saul Wealth Advisors, Inc. Start date: 01/01/2018 No. HR/MO: 160 No. HR/MO during sec trading: 160 Describe duties: Financial Services DBA for all MMLIS and Mass Mutual related business. (6) Name: Vanston Holdings LLC Inv rel: Y Add: 1500 Vanston Rd Cutchogue NY 11935 Nature: Rental Income - LLC created for the purpose of holding rental property Position: Owner Start date: 02/18/2022 No. HR/MO: 5. No. HR/MO during sec trading: 0. Describe duties: This is a rental holding company for one rental property. (7) Name: Matthew J. Saul Inv rel: Y Add: Residential Address Nature: Consulting Position: Consultant Start date: 4/1/2023 No. HR/MO: 20. No. HR/MO during sec trading: 0. Describe duties: As Certified Exit Planning Advisor, I consult with Entrepreneurs on every aspect of their business, personal finances and life post exit from their largest asset. We focus on value creation within their business and coordination among other advisors and professionals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-01-10
• S63 Uniform Securities Agent State Law Examination
  2009-02-26

Designations