Unclaimed Profile

Matthew George Valentine

GW & WADE, LLC·WELLESLEY, Massachusetts

SIE, Series 3, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record17 years registeredGW & WADE, LLC

93 WORCESTER STREET, WELLESLEY, MA 02481CRD# 4958447Firm CRD# 105394

Profile Verification

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

Identity

Matthew George Valentine · WELLESLEY, MA

Registration

CRD #4958447 · GW & WADE, LLC · 17 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Mar 2024 – present

GW & WADE, LLC

Jan 2019 – Mar 2024

WELLESLEY, MA

BRIGHTON HOUSE ASSOCIATES, LLC

Nov 2014 – Mar 2016

SOUTHBOROUGH, MA

INVESTORS CAPITAL ADVISORY

Aug 2008 – Oct 2014

LYNNFIELD, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · August 20, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GW & WADE, LLC

CRD 105394 · SEC 801-27292

AUM

$8.9B

Regulatory assets under management

Employees

11,861 client accounts

Services offered by GW & WADE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GW & WADE, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew George Valentine offer?

Matthew George Valentine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.

What are Matthew George Valentine's credentials?

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

Where is Matthew George Valentine located?

Matthew George Valentine is based in WELLESLEY, Massachusetts, working with GW & WADE, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.

How does Matthew George Valentine charge for services?

Matthew George Valentine's firm is compensated through percentage of aum, subscription fees, commissions, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GW & WADE, LLC?

GW & WADE, LLC has approximately 87 employees and manages $8.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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