Matthew Anderson has been an investment adviser representative at Bright Road Wealth Management since April 2018, and is not listed among the firm’s executive officers or direct owners. Matthew Anderson holds a JD from Willamette University.
Bright Road Wealth Management, LLC is an Anchorage, AK firm with $443M under management, 622 clients and 10 advisers across 7 offices, as of its March 2026 filing.
Matthew Anderson is Financial Advisor of Bright Road Wealth Management. He joined the firm from the First National Bank of Alaska Trust Department. He started managing portfolios professionally in 1996 and has served institutional clients and high-net-worth business owners on bank-side wealth transfer events.
Matthew Anderson’s longest registration is the current one, 8 years at Bright Road Wealth Management since 2018. Before joining Bright Road Wealth Management in 2018, Matthew Anderson was registered through Charles Schwab & Co., Inc. and RBC Dain Rauscher Inc.
- – present · 8 yearsAnchorage, AK · Adviser representative · Firm CRD 164408
- Charles Schwab & Co., Inc.– · 6 yearsAnchorage, AK · Adviser representative · Firm CRD 5393
- RBC Dain Rauscher Inc.– · under a yearPortland, OR · Adviser representative · Firm CRD 31194
Investment adviser representative registrations
Matthew Anderson is registered as an investment adviser representative in 2 states. Each was approved in April 2018.
- AlaskaSince 17 April 2018
- TexasSince 17 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 April 2018 |
| Series 66 | Uniform Combined State Law Examination | 10 August 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 July 1997 |
| Series 7 | General Securities Representative Examination | 27 June 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Willie Anderson
- CRD
- 2894797
- Firm
- Bright Road Wealth Management · CRD 164408
- Office
- 405 W. 36TH AVENUE, SUITE 212, Anchorage, AK 99503
- Registration
- Investment adviser registration
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightroadwealth.com
Where does Matthew Anderson work?
Matthew Anderson is an investment adviser representative registered through Bright Road Wealth Management, LLC since April 2018, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Anderson a financial advisor?
Yes. Matthew Anderson has a current investment-adviser registration in Alaska and Texas, through Bright Road Wealth Management since April 2018.
How many years of experience does Matthew Anderson have?
Matthew Anderson has 15 years in the financial industry, since March 2011, across 3 adviser firms.
What exams has Matthew Anderson passed?
Matthew Anderson has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 65. The earliest, the Series 7, was passed in June 1997.
Where did Matthew Anderson work before Bright Road Wealth Management?
Before Bright Road Wealth Management, Matthew Anderson was registered through Charles Schwab & Co., Inc., November 2004 to March 2011; RBC Dain Rauscher Inc., November 2001 to September 2002.
Where is Matthew Anderson based?
Matthew Anderson’s registered office is in Anchorage, AK.
Is Matthew Anderson registered with FINRA?
No. Matthew Anderson has no current broker registration.
How can I verify Matthew Anderson’s record?
Search CRD 2894797 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Anderson’s full registration record.
