Holly Matus has been an investment adviser representative at 44 Wealth Management since August 2020, and is not listed among the firm’s executive officers or direct owners.
44 Wealth Management LLC is an Eugene, OR firm with $487M under management, 237 clients and 4 advisers in one office, as of its September 2026 filing.
Holly Matus’ longest registration is the current one, 6 years at 44 Wealth Management since 2020. Before joining 44 Wealth Management in 2020, Holly Matus was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- 44 Wealth Management LLCCurrent– present · 6 yearsEugene, OR · Adviser representative · Firm CRD 309647
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsEugene, OR · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Holly Matus is registered as an investment adviser representative in Oregon, since August 2020.
- OregonSince 27 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 22 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 June 2016 |
| Series 7 | General Securities Representative Examination | 29 April 2016 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Holly Christine Matus
- CRD
- 6562076
- Firm
- 44 Wealth Management · CRD 309647
- Office
- 2350 OAKMONT WAY, SUITE 104, Eugene, OR 97401
- Registration
- Investment adviser registration
- In the industry since
- April 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Holly Matus work?
Holly Matus is an investment adviser representative registered through 44 Wealth Management LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Holly Matus a financial advisor?
Yes. Holly Matus has a current investment-adviser registration in Oregon, through 44 Wealth Management since August 2020.
How many years of experience does Holly Matus have?
Holly Matus has 10 years in the financial industry, since April 2016, across 2 adviser firms.
What exams has Holly Matus passed?
Holly Matus has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in April 2016. FINRA credited Holly Matus with the SIE, which began in October 2018.
Where did Holly Matus work before 44 Wealth Management?
Before 44 Wealth Management, Holly Matus was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2016 to August 2020.
Where is Holly Matus based?
Holly Matus’ registered office is in Eugene, OR.
Is Holly Matus registered with FINRA?
No. Holly Matus has no current broker registration.
How can I verify Holly Matus’ record?
Search CRD 6562076 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Holly Matus’ full registration record.
