Unclaimed Profile

Matthew Philip Leighton

SUPERIOR PLANNING, LLC·SAN DIEGO, California

SIE, Series 7TO, Series 66Clean record5 years registeredSUPERIOR PLANNING, LLC

10085 CARROLL CANYON ROAD, SAN DIEGO, CA 92131CRD# 7217717Firm CRD# 130711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Philip Leighton · SAN DIEGO, CA

Registration

CRD #7217717 · SUPERIOR PLANNING, LLC · 5 years registered

Brand Profile

Not yet started

Career History

SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

Jan 2025 – present

PLANMEMBER SECURITIES CORPORATION

Dec 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · December 18, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUPERIOR PLANNING, LLC

CRD 130711 · SEC 801-131301

AUM

$105M

Regulatory assets under management

Employees

295 client accounts

Services offered by SUPERIOR PLANNING, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SUPERIOR PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Philip Leighton offer?

Matthew Philip Leighton specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Matthew Philip Leighton's credentials?

Matthew Philip Leighton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Philip Leighton located?

Matthew Philip Leighton is based in SAN DIEGO, California, working with SUPERIOR PLANNING, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Matthew Philip Leighton charge for services?

Matthew Philip Leighton's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUPERIOR PLANNING, LLC?

SUPERIOR PLANNING, LLC has approximately 11 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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