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Matthew Kreisler

Steward Partners Investment Advisory, LLC

Winter Park, FL

Stamford, CT

Alpharetta, GA

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Current Employers
Steward Partners Investment Advisory, Llc

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-27
GA RA APPROVED 2025-12-16
TX RA APPROVED 2025-12-12
  • FL RA
    APPROVED
    Since 2026-01-27
  • GA RA
    APPROVED
    Since 2025-12-16
  • TX RA
    APPROVED
    Since 2025-12-12

Branch Locations

941 West Morse Boulevard Suite 130, Winter Park, FL 32789 • United States

400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States

Alpharetta, GA • 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
Ubs Financial Services Inc. Orlando FL 01/2013 11/2017
Raymond James & Associates, Inc. Winter Park FL 11/2017 06/2019
Raymond James & Associates, Inc. Atlanta GA 06/2019 12/2025
Steward Partners Global Advisory, Llc Winter Park FL 12/2025 Present
Steward Partners Investment Advisory, Llc Winter Park FL 12/2025 Present
Steward Partners Investment Solutions, Llc Winter Park FL 12/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-16
  • S66 Uniform Combined State Law Examination
    2013-08-16
Designations
Other Names
  • Matthew Kreisler
  • Matthew Louis Kreisler

View on SEC IAPD

Other Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

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