Matthew L Arey

Current Employers

Employment History

• 04/2014 → Present
  Valmark Securities, Inc.
  Akron, OH
• 03/2017 → Present
  Valmark Advisers, Inc.
  Akron, ME

Other Businesses

1) Rosaria M. Walsh and John J. Walsh Trust; 1317 Westbrook Street, Portland, ME 04102; family trust; trustee; on-going management of trust assets; investment related; started 03/02/2016; compensation-billable hours./// 2) Matthew L. Arey, DBA 21 South Grafton Street, Portland, ME 04103; address-same; rental property; owner; landlord. Not investment related; started 11/15/2016; compensation-check./// 3) Cheverus High School, 267 Ocean Ave., Portland, ME 04103; assistant swim coach; provides coaching; not investment related; started 12/01/16; stipend-check./// 4) Portland Regional Chamber of Commerce; 93 Exchange Street, Portland, ME 04101; Finance Committee Member; Review and advise on finance related topics; NOT Investment Related; Start Date 1/1/2023; 1-5 hrs. per month; No compensation./// 5) Lebel & Harriman, LP & LLP; 366 U.S. Route 1, Falmouth, ME 04105; Partner; Oversee fiduciary service best practices, update regulatory education, develop new client acquisition strategies, supervise employees; YES Investment Related: Start Date 03/11/2022; I own a minority share in the organization; Approximately 40+ hrs. per month; Guaranteed payments, and thru partnership distributions./// 6) Cumberland Club; 116 High St., Portland, ME 04101; Executive Board Member, Club Management; NOT Investment Related; Start Date 6/1/2024; Approximately 6-10 hrs. per month; No Compensation./// 7) Northern Light Home Care & Hospice; 225 Gorham rd. Suite 200 South Portland, ME 04106; HealthCare Services; Board Member; Finance Board Member; NOT Investment Related; Start Date 11/30/2025; Approximately 6-10 hrs. per month; No compensation.///

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-17
• S63 Uniform Securities Agent State Law Examination
  2014-10-31