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Matthew David Alatorre

Stone Tower Wealth Advisors

Cincinnati, OH

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Current Employers
Stone Tower Wealth Advisors

4555 Lake Forest Drive Suite 650, Cincinnati, OH 45242 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-22
  • OH RA
    APPROVED
    Since 2026-06-22

Branch Locations

4555 Lake Forest Drive Suite 650, Cincinnati, OH 45242 • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2016 09/2017
Northwestern Mutual Investment Services Llc West Chester OH 08/2016 09/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2016 09/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 09/2017 06/2026
Stone Tower Wealth Advisors, Llc, Cincinnati OH 02/2026 Present
  • 08/2016 → 09/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2016 → 09/2017
    Northwestern Mutual Investment Services Llc
    West Chester, OH
  • 10/2016 → 09/2017
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 09/2017 → 06/2026
    Cincinnati, OH
  • 02/2026 → Present
    Stone Tower Wealth Advisors, Llc,
    Cincinnati, OH
Previous Registrations
Other Businesses

I*698260 Entity Type: Charitable Name of outside business organization: Greater Miami Valley YMCA Investment Committee Investment related: No Address of business: Hamilton, Ohio, 45011 Position, title, association: Committee, Investment committee Start date of relationship: 2/2/2022 Number of hours devoted: 10 hours Yearly Number of hours devoted during trading hours: 5 hrs annually Duties: Assist and collaborative with other committee members and YMCA staff to ensure the funds of the YMCA are in line with the YMCA's goals and objectives. I will not be selecting any investments, nor giving any investment recommendations. I*: 2643304 Entity Type: Fiduciary role Name of OBA: P. A.-R. Address: Vienna, VA 22181 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 09/01/2025 Number of Hours: 1hr annually Number of Hours during trading: 0 Duties: Power of Attorney/nephew I*: 3001269 Entity Type: Fiduciary role Name of OBA: P. A.-R. Address: Vienna, VA 22181 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 10/01/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Aunt I*: 3001270 Entity Type: Fiduciary role Name of OBA: P. A.-R. TOD BENEFICIARIES ON FILE Address: Vienna, VA 22181 Investment Related: No Position, Title, Association: Employee Start Date: 11/01/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Aunt I*: 3002268 Entity Type: Fiduciary role Name of OBA: P. A.-R. AND T. A R. JTWROS Address: Vienna, VA 22181 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 11/01/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Power of Attorney/Aunt

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-27
S63 Uniform Securities Agent State Law Examination 2011-09-09
  • S65 Uniform Investment Adviser Law Examination
    2017-11-27
  • S63 Uniform Securities Agent State Law Examination
    2011-09-09
Designations
Other Names
  • Matthew David Alatorre
  • Matthew (Matt) Alatorre
  • Matthew Alatorre

View on SEC IAPD

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