Matthew Robert Vallely

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2014 → 08/2018
  Jpmorgan Private Bank
  Scottsdale, AZ
• 05/2018 → Present
  Ross Dress For Less
  Phoenix, AZ
• 08/2018 → 02/2019
  Lpl Financial
  Scottsdale, AZ
• 02/2019 → Present
  Desert Financial Credit Union
  Scottsdale, AZ
• 02/2019 → Present
  Raymond James Financial Services, Inc.
  Scottsdale, AZ
• 08/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Scottsdale, AZ

Other Businesses

Name of Business: Desert Financial Wealth Management Address: 8220 Via Paseo Del Norte, Scottsdale AZ, 85395, United States Activity Type: Support Company - Non-Owner Position/Title: Other Investment Related: No Start Date: 02/21/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2022-07-19
• S63 Uniform Securities Agent State Law Examination
  2013-10-22

Other Names

• Matt Robert Vallely