Nicholas Richardson Matthews

Employer firm

Great Blue Wealth LLC CRD 338368

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Great Blue Wealth Llc

Chesapeake, VA • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-11-07

VA RA
APPROVED

Since 2025-11-07

Branch Locations

Chesapeake, VA • 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
Great Blue Wealth Llc	Chesapeake	VA	09/2025	Present
The Chartis Group	Chicago	IL	10/2023	Present
Cognizant Technology Solutions	Teaneck	NJ	06/2021	09/2023
Deloitte Consulting	Arlington	VA	06/2019	05/2021
Colonade Club	Charlottesville	VA	12/2018	05/2019
Deloitte Consulting	Arlington	VA	06/2018	08/2018
University Of Virginia Health System	Charlottesville	VA	06/2017	08/2017
University Of Virginia	Charlottesville	VA	08/2012	05/2019

09/2025 → Present

Great Blue Wealth Llc

Chesapeake, VA
10/2023 → Present

The Chartis Group

Chicago, IL
06/2021 → 09/2023

Cognizant Technology Solutions

Teaneck, NJ
06/2019 → 05/2021

Deloitte Consulting

Arlington, VA
12/2018 → 05/2019

Colonade Club

Charlottesville, VA
06/2018 → 08/2018

Deloitte Consulting

Arlington, VA
06/2017 → 08/2017

University Of Virginia Health System

Charlottesville, VA
08/2012 → 05/2019

University Of Virginia

Charlottesville, VA

Other Businesses

1) The Chartis Group; Not investment-related; Chesapeake, VA. 23323; Healthcare Consulting Company; Consultant; 10/2/2023; 190 hours per month; 130 during trading hours; Supporting strategic planning and partnership diligence efforts for healthcare delivery to clients primarily in the oncology space

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-01

S65 Uniform Investment Adviser Law Examination

2025-07-01

View on SEC IAPD