Matthew Charles Saller

Employer firm

Complete Wealth Management, LLC CRD 288794

$133M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Complete Wealth Management, Llc

Valley View, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-03-29

TX RA
APPROVED

Since 2019-03-29

Branch Locations

Valley View, TX • 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

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	01/2008	07/2018
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
D&L Farm And Home	Aubrey	TX	09/2018	Present
Complete Wealth Management, Llc	Denton	TX	03/2019	Present

01/2008 → 07/2018

Fidelity Investments

Westlake, TX
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
09/2018 → Present

D&L Farm And Home

Aubrey, TX
03/2019 → Present

Complete Wealth Management, Llc

Denton, TX

Previous Registrations

2018-07-13 → 2018-09-17

Fidelity Personal And Workplace Advisors

Boston, MA
2009-03-18 → 2018-07-13

Strategic Advisers Llc

Plano, TX

Houston, TX

Westlake, TX

Plano, TX

Other Businesses

Matthew Saller is the Co-owner of D&L Farm and Home, a retail store specializing in agricultural, pet, and home care products. This activity is not investment related. Matthew devotes 160 hours per month to this activity, most of which is during securities trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-03-17
S63	Uniform Securities Agent State Law Examination	2008-05-27

S66 Uniform Combined State Law Examination

2009-03-17
S63 Uniform Securities Agent State Law Examination

2008-05-27

Designations

Certified Financial Planner

View on SEC IAPD