Matthew Dailey has been an investment adviser representative at Imprint Wealth since March 2026, and is not listed among the firm’s executive officers or direct owners.
Imprint Wealth LLC is a Mount Pleasant, SC firm with $132M under management, 77 clients and 2 advisers in one office, as of its March 2026 filing.
- Imprint Wealth LLCCurrent– present · under a yearMount Pleasant, SC · Adviser representative · Firm CRD 322130
Investment adviser representative registrations
Matthew Dailey is registered as an investment adviser representative in 5 states. The first approvals date from March 2026; the most recent is Georgia, in May 2026.
- CaliforniaSince 30 March 2026
- GeorgiaSince 18 May 2026
- New YorkSince 30 March 2026
- South CarolinaSince 30 March 2026
- TexasSince 30 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Logan Dailey
- CRD
- 8235479
- Firm
- Imprint Wealth · CRD 322130
- Office
- 375 N SHELMORE BLVD., SUITE 2B, Mount Pleasant, SC 29464
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Dailey work?
Matthew Dailey is an investment adviser representative registered through Imprint Wealth LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Dailey a financial advisor?
Yes. Matthew Dailey has a current investment-adviser registration in California, Georgia, New York, South Carolina and Texas, through Imprint Wealth since March 2026.
How many years of experience does Matthew Dailey have?
Matthew Dailey has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Matthew Dailey passed?
Matthew Dailey passed the Series 65 in November 2025.
Where is Matthew Dailey based?
Matthew Dailey’s registered office is in Mount Pleasant, SC.
Is Matthew Dailey registered with FINRA?
No. Matthew Dailey has no current broker registration.
How can I verify Matthew Dailey’s record?
Search CRD 8235479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Dailey’s full registration record.