Best Investors Account Sign in
Inactive

Matthew Robert Miner

Miner Wealth Management

Raleigh, NC

Claim This Profile
Current Employers
Miner Wealth Management

Raleigh, NC • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-09
NC RA APPROVED 2021-08-10
  • TX RA
    APPROVED_RES
    Since 2023-06-09
  • NC RA
    APPROVED
    Since 2021-08-10

Branch Locations

Raleigh, NC • 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
Plc Wealth Management, Llc Raleigh NC 06/2018 08/2021
Quality Equipment, Llc Fuquay Varina NC 06/2013 04/2018
Sabbatical Raleigh NC 05/2018 06/2018
Miner Wealth Management, Llc Raleigh NC 05/2021 Present
  • 06/2018 → 08/2021
    Plc Wealth Management, Llc
    Raleigh, NC
  • 06/2013 → 04/2018
    Quality Equipment, Llc
    Fuquay Varina, NC
  • 05/2018 → 06/2018
    Sabbatical
    Raleigh, NC
  • 05/2021 → Present
    Miner Wealth Management, Llc
    Raleigh, NC
Previous Registrations
Other Businesses

(1) Matthew Miner is currently employed as the Founder and Host of the podcast Work Pants Finance and the website, WorkPantsFinance.com. This activity is not investment related. The business is located at Matthew Miner's primary residence. Work Pants Finance and Matthew Miner publish podcasts and articles containing information and entertainment about personal finance and career-related topics. Work Pants Finance began in 2020. This activity accounts for approximately four hours per month and one hour during securities trading hours. (2) Matthew Miner is a Partner at Meiners Homestead. This activity takes place outside of trading hours; the business is not investment-related; Squire Creek Road, Darrington, WA; timber management; partner, along with other owners; start date is 2014; 1 hour per month, not during trading hours; I serve as treasurer for timber revenue for the owner group. (3) Matt Miner is 50% owner of Mr Mower Guy, a commercial landscaping company. This activity is not investment related. The business is located at Matthew Miner's primary residence. Mr Mower Guy provides commercial mowing services. Mr Mower Guy began in 2020. This activity takes approximately 6 hours per month, not during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-12
  • S65 Uniform Investment Adviser Law Examination
    2018-07-12
Designations

View on SEC IAPD

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor