Matthew Brayer has been an investment adviser representative at Carlsbad Wealth Advisory Group since June 2026, and is not listed among the firm’s executive officers or direct owners.
Carlsbad Wealth Advisory Group, Inc. is a Carlsbad, CA firm with $238M under management, 248 clients and 3 advisers in one office, as of its August 2026 filing.
- – present · under a yearCarlsbad, CA · Adviser representative · Firm CRD 146587
Investment adviser representative registrations
Matthew Brayer is registered as an investment adviser representative in California, since June 2026.
- CaliforniaSince 12 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 September 2023 |
- Name
- Uniform Combined State Law Examination
- Full name
- Matthew T Brayer
- CRD
- 7811250
- Firm
- Carlsbad Wealth Advisory Group · CRD 146587
- Office
- 2011 PALOMAR AIRPORT RD STE 101, Carlsbad, CA 92011
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Brayer work?
Matthew Brayer is an investment adviser representative registered through Carlsbad Wealth Advisory Group, Inc. since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Brayer a financial advisor?
Yes. Matthew Brayer has a current investment-adviser registration in California, through Carlsbad Wealth Advisory Group since June 2026.
How many years of experience does Matthew Brayer have?
Matthew Brayer has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Matthew Brayer passed?
Matthew Brayer passed the Series 66 in September 2023.
Where is Matthew Brayer based?
Matthew Brayer’s registered office is in Carlsbad, CA.
Is Matthew Brayer registered with FINRA?
No. Matthew Brayer has no current broker registration.
How can I verify Matthew Brayer’s record?
Search CRD 7811250 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Brayer’s full registration record.