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Matthew Thomas Zion

Savant Wealth Management

Columbia, SC

Rockford, IL

CRD 7176790

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Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 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
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-05-01
  • SC RA
    APPROVED
    Since 2023-05-01

Branch Locations

1226 Briargate Circle, Columbia, SC 29210 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Paragon Financial Advisors, Llc Columbia SC 09/2019 05/2023
Aecom Salt Lake City UT 07/2015 09/2019
Savant Wealth Managemenet Rockford IL 05/2023 Present
  • 09/2019 → 05/2023
    Paragon Financial Advisors, Llc
    Columbia, SC
  • 07/2015 → 09/2019
    Aecom
    Salt Lake City, UT
  • 05/2023 → Present
    Savant Wealth Managemenet
    Rockford, IL
Previous Registrations
  • 2019-12-23 → 2023-06-06
    Paragon Financial Advisors, Llc
    Columbia, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-23
  • S65 Uniform Investment Adviser Law Examination
    2019-12-23
Designations
  • Certified Financial Planner
Other Names
  • Matt Zion

View on SEC IAPD

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