Matthew Evert Giliam

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

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

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2025-04-03
TX	RA	APPROVED_RES	2023-10-12
AK	RA	APPROVED	2021-01-08

ID RA
APPROVED

Since 2025-04-03
TX RA
APPROVED_RES

Since 2023-10-12
AK RA
APPROVED

Since 2021-01-08

Branch Locations

Hayden, ID • 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
Raymond James Financial Services, Inc.	Anchorage	AK	07/2019	Present
Denali Family Dental Center	Anchorage	AK	07/2018	07/2019
Us Senator Dan Sullivan	Washington Dc	DC	05/2018	07/2018
Alward Construction Services	Anchorage	AK	01/2018	05/2018
Brigham Young University	Provo	UT	08/2017	01/2018
The Lakefront Anchorage Hotel	Anchorage	AK	05/2017	08/2017
Unemployed	Anchorage	AK	02/2017	05/2017
Lds Church	Wichita	KS	06/2015	02/2017
Raymond James Financial Services, Advisors, Inc.	Anchorage	AK	01/2021	Present
Kurt Martens, Llc	Anchorage	AK	01/2021	12/2021
Leonard & Martens, Llc	Anchorage	AK	01/2022	10/2023

07/2019 → Present

Raymond James Financial Services, Inc.

Anchorage, AK
07/2018 → 07/2019

Denali Family Dental Center

Anchorage, AK
05/2018 → 07/2018

Us Senator Dan Sullivan

Washington Dc, DC
01/2018 → 05/2018

Alward Construction Services

Anchorage, AK
08/2017 → 01/2018

Brigham Young University

Provo, UT
05/2017 → 08/2017

The Lakefront Anchorage Hotel

Anchorage, AK
02/2017 → 05/2017

Unemployed

Anchorage, AK
06/2015 → 02/2017

Lds Church

Wichita, KS
01/2021 → Present

Raymond James Financial Services, Advisors, Inc.

Anchorage, AK
01/2021 → 12/2021

Kurt Martens, Llc

Anchorage, AK
01/2022 → 10/2023

Leonard & Martens, Llc

Anchorage, AK

Other Businesses

(1)Name of Business: Leonard & Martens, LLC Address: 217 E. Viceroy Ave., Hayden, ID, 83835, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Daily operations, conduct client meeting, place trades. (2)Name of Business: LMB Wealth Advisors Address: 217 E Viceroy Ave., Hayden, ID, 83835, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I serve as a wealth strategist. I meet with clients regularly.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-08

S66 Uniform Combined State Law Examination

2020-12-08

Other Names

Matt Giliam

View on SEC IAPD