Unclaimed Profile

Gregory Dean Mattingly

PRESTON WEALTH ADVISORS, LLC.·RESTON, Virginia

SIE, Series 7, Series 66CFP21 years registeredPRESTON WEALTH ADVISORS, LLC.

1886 METRO CENTER DRIVE, RESTON, VA 20190CRD# 4907986Firm CRD# 165983

Profile Verification

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

Identity

Gregory Dean Mattingly · RESTON, VA

Registration

CRD #4907986 · PRESTON WEALTH ADVISORS, LLC. · 21 years registered

Brand Profile

Not yet started

Career History

PRESTON WEALTH ADVISORS, LLC.

Apr 2014 – present

PRESTON WEALTH ADVISORS LLC

Jan 2013 – Apr 2014

ARLINGTON, VA

PRESTON WEALTH MANAGEMENT LLC

Jun 2012 – Dec 2012

BOCA RATON, FL

LARA, SHULL & MAY, LLC

Jan 2008 – May 2012

FALLS CHURCH, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2007 – Jan 2008

VIENNA, VA

AMERIPRISE FINANCIAL SERVICES, INC.

Jul 2005 – Sep 2006

CENTREVILLE, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 27, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2014Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PRESTON WEALTH ADVISORS, LLC.

CRD 165983 · SEC 801-81195

AUM

$215M

Regulatory assets under management

Employees

1,043 client accounts

Services offered by PRESTON WEALTH ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRESTON WEALTH ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Gregory Dean Mattingly offer?

Gregory Dean Mattingly specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in RESTON, Virginia for a consultation.

What are Gregory Dean Mattingly's credentials?

Gregory Dean Mattingly holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregory Dean Mattingly located?

Gregory Dean Mattingly is based in RESTON, Virginia, working with PRESTON WEALTH ADVISORS, LLC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Gregory Dean Mattingly charge for services?

Gregory Dean Mattingly's firm is compensated through percentage of aum, performance-based fees, other: subscription fees from advisory firms for market indicators. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRESTON WEALTH ADVISORS, LLC.?

PRESTON WEALTH ADVISORS, LLC. has approximately 6 employees and manages $215M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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