Matthew Carpenter has been an investment adviser representative at The Estate Planners Group since November 2019, and is not listed among the firm’s executive officers or direct owners.
The Estate Planners Group LLC is a Yardley, PA firm with $422M under management, 342 clients and 5 advisers across 3 offices, as of its March 2026 filing.
- The Estate Planners GroupCurrent– present · 6 yearsYardley, PA · Adviser representative · Firm CRD 124418
Investment adviser representative registrations
Matthew Carpenter is registered as an investment adviser representative in 2 states. Each was approved in November 2019.
- New JerseySince 25 November 2019
- PennsylvaniaSince 20 November 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Scott Carpenter
- CRD
- 7199584
- Firm
- The Estate Planners Group · CRD 124418
- Office
- 37 S. DELAWARE AVENUE, SUITE 1, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Carpenter work?
Matthew Carpenter is an investment adviser representative registered through The Estate Planners Group LLC since November 2019, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Carpenter a financial advisor?
Yes. Matthew Carpenter has a current investment-adviser registration in New Jersey and Pennsylvania, through The Estate Planners Group since November 2019.
How many years of experience does Matthew Carpenter have?
Matthew Carpenter has 6 years in the financial industry, since November 2019, across 1 adviser firm.
What exams has Matthew Carpenter passed?
Matthew Carpenter passed the Series 65 in November 2019.
Where is Matthew Carpenter based?
Matthew Carpenter’s registered office is in Yardley, PA.
Is Matthew Carpenter registered with FINRA?
No. Matthew Carpenter has no current broker registration.
How can I verify Matthew Carpenter’s record?
Search CRD 7199584 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Carpenter’s full registration record.