Matthew Scott Coakley

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 03/2026
  Waypoint Strategic Advisors
  Summerville, SC
• 07/2025 → Present
  Farther
  Summerville, SC

Previous Registrations

• 2010-12-13 → 2026-03-31
  Waypoint Strategic Advisors
  Summerville, SC
• 2008-12-19 → 2010-12-13
  Strategic Financial Decisions, Llc
  Summerville, SC

Other Businesses

SOUTHERN HERITAGE INVESTMENTS, LLC.; 50% PARTNER; SUMMERVILLE,NC; PERSONAL REAL ESTATE OWNERSHIP AND INVESTMENT; 11/06 TO PRESENT; 10 HOURS PER MONTH NOT DURING TRADING HOURS. Rx INSURANCE GROUP, LLC; INV REL; SUMMERVILLE, SC; INSURANCE PRODUCTS SALES AND SERVICES; MEMBER/INSURANCE AGENT; 04/2021.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-26

Designations

• Certified Financial Planner