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Matthew Adam Chotkowski

ALIGHT FINANCIAL ADVISORS, LLC·CHARLOTTE, North Carolina
SIE, Series 7, Series 14, Series 24, Series 79TO, Series 99TOClean recordALIGHT FINANCIAL ADVISORS, LLC
9335 HARRIS CORNERS PARKWAY, CHARLOTTE, NC 28269CRD# 5233117Firm CRD# 158744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Adam Chotkowski · CHARLOTTE, NC
Registration
CRD #5233117 · ALIGHT FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

Firm Overview

Firm
ALIGHT FINANCIAL ADVISORS, LLC
CRD 158744 · SEC 801-72679
AUM
$33.7B
Regulatory assets under management
Employees
60
219,477 client accounts
Services offered by ALIGHT FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
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 ALIGHT FINANCIAL ADVISORS, LLC →
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04

Frequently Asked Questions

What services does Matthew Adam Chotkowski offer?
Matthew Adam Chotkowski specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Matthew Adam Chotkowski's credentials?
Matthew Adam Chotkowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Adam Chotkowski located?
Matthew Adam Chotkowski is based in CHARLOTTE, North Carolina, working with ALIGHT FINANCIAL ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Matthew Adam Chotkowski charge for services?
Matthew Adam Chotkowski's firm is compensated through percentage of aum, subscription fees, other: set-up fees and related services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALIGHT FINANCIAL ADVISORS, LLC?
ALIGHT FINANCIAL ADVISORS, LLC has approximately 60 employees and manages $33.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALIGHT FINANCIAL ADVISORS, LLC

Jeremy Jason Fritz
CHARLOTTE, NC

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Research
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