Best Investors Account Sign in
Inactive

Matthew James Platler

Platler Capital Management LLC

Bigfork, MT

Claim This Profile
Current Employers
Platler Capital Management Llc

Bigfork, MT • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-12-24
CA RA APPROVED 2025-12-02
  • MT RA
    APPROVED
    Since 2025-12-24
  • CA RA
    APPROVED
    Since 2025-12-02

Branch Locations

Bigfork, MT • 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
Platler Capital Management San Clemente CA 10/2008 05/2024
Platler Capital Management, Llc Bigfork MT 06/2024 Present
Previous Registrations
  • 2000-07-17 → 2003-05-16
    Prudential Equity Group, Llc
    Encino, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-05
S63 Uniform Securities Agent State Law Examination 1996-06-03
  • S65 Uniform Investment Adviser Law Examination
    2008-11-05
  • S63 Uniform Securities Agent State Law Examination
    1996-06-03

View on SEC IAPD

More in Bigfork, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor