Matthew Robert Stearns

Employer firm

Brookhouse Advisors CRD 287837

$33.6M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2017 → 11/2023
  Millennial Money Management Llc
  Meadville, PA
• 07/2016 → 03/2017
  World Traveling
  Pittsburgh, PA
• 11/2023 → Present
  Brookhouse Advisors Llc
  Meadville, PA

Other Businesses

Meadville YMCA (non-profit). Start Date: August 2021. 356 Chestnut Street, Meadville, PA 16335. Vice President of the Board of Directors & Finance Committee Member, volunteer position. Brookhouse Advisors, LLC serves as a compensated investment adviser for Meadville YMCA. Time spent on this activity: ~ 8 hours/month during securities trading hours. Saegertown United Methodist Church (non-profit/religious institution). Start Date: January 2022. 620 Euclid Ave., Saegertown, PA 16433. General Board Member & Finance Committee Chairperson, volunteer position, not compensated. Time spent on this activity: ~8 hours/month during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-18

Designations

• Certified Financial Planner