Matthew Conti has been an investment adviser representative at Cross Financial Advisors since June 2017, and is not listed among the firm’s executive officers or direct owners. Matthew Conti holds a Master of Business Administration from Westminster College.
Cross Financial Advisors, LLC is a Portland, OR firm with $482M under management, 1,873 clients and 11 advisers across 7 offices, as of its September 2026 filing.
Matthew Conti is a Financial Advisor of Cross Financial Advisors, LLC. He started in the industry in 1997. His earlier roles include wholesaler at Nationwide Financial, oversight of the insurance operations for the Oregon market at US Bancorp, and a position in the Portland office of the Private Client Group of a national mutual fund and financial services company. He joined Cross Financial Management.
Matthew Conti’s longest registration is the current one, 12 years at LPL Financial LLC since 2014. Before joining Cross Financial Advisors in 2017, Matthew Conti was registered through Strategic Advisers, Inc.
- Cross Financial AdvisorsCurrent– present · 9 yearsPortland, OR · Adviser representative · Firm CRD 287686
- LPL Financial LLCAlso current– present · 12 yearsHood River, OR · Adviser representative and broker · Firm CRD 6413
- Strategic Advisers, Inc.– · 8 yearsPortland, OR · Adviser representative · Firm CRD 104555
Professional designations
Listed by Cross Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Conti is registered as an investment adviser representative in Oregon, since June 2017.
- OregonSince 29 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 19 July 2010 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 7 June 2010 |
| Series 66 | Uniform Combined State Law Examination | 10 June 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 March 1998 |
| Series 7 | General Securities Representative Examination | 25 February 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Joseph Conti
- CRD
- 3004214
- Firm
- Cross Financial Advisors · CRD 287686
- Office
- 11600 SW SHILO LANE, SUITE 100, Portland, OR 97225
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- crossfinancialmgmt.com
Where does Matthew Conti work?
Matthew Conti is an investment adviser representative registered through Cross Financial Advisors, LLC since June 2017, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Conti a financial advisor?
Yes. Matthew Conti has a current investment-adviser registration in Oregon, through Cross Financial Advisors since June 2017.
How many years of experience does Matthew Conti have?
Matthew Conti has 28 years in the financial industry, since June 1998, across 3 adviser firms.
What exams has Matthew Conti passed?
Matthew Conti has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in February 1998. FINRA credited Matthew Conti with the SIE, which began in October 2018.
Where did Matthew Conti work before Cross Financial Advisors?
Before Cross Financial Advisors, Matthew Conti was registered through Strategic Advisers, Inc., July 2005 to April 2014.
Where is Matthew Conti based?
Matthew Conti’s registered office is in Portland, OR.
Is Matthew Conti registered with FINRA?
Yes. Matthew Conti has a current broker registration, under CRD 3004214.
Source: FINRA BrokerCheck
Is Matthew Conti a CFP?
Cross Financial Advisors lists Matthew Conti with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Conti’s record?
Search CRD 3004214 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Conti’s full registration record.
