Matthew Evans has been an investment adviser representative at RPG Family Wealth Advisory since September 2023, and is not listed among the firm’s executive officers or direct owners.
RPG Family Wealth Advisory, LLC is a Burlington, MA firm with $701M under management, 600 clients and 9 advisers across 5 offices, as of its April 2026 filing.
Matthew Evans’ longest registration was 20 years at First Heartland Consultants, Inc. (2001–2021). Before joining RPG Family Wealth Advisory in 2023, Matthew Evans was registered through MSL Advisors, LLC and Bison Advisors.
- – present · 3 yearsWentzville, MO · Adviser representative · Firm CRD 158528
- MSL Advisors, LLC– · under a yearWentzville, MO · Adviser representative · Firm CRD 325327
- Bison Advisors– · 1 yearLake St. Louis, MO · Adviser representative · Firm CRD 299805
- First Heartland Consultants, Inc.– · 20 yearsLake Saint Louis, MO · Adviser representative · Firm CRD 110377
Investment adviser representative registrations
Matthew Evans is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in September 2023.
- MissouriSince 19 September 2023
- TexasResidentSince 18 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 11 August 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 1999 |
| Series 7 | General Securities Representative Examination | 10 August 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 July 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Matthew Lee Evans
- CRD
- 3234682
- Firm
- RPG Family Wealth Advisory · CRD 158528
- Office
- 510 W Pearce Blvd, Wentzville, MO 63385
- Registration
- Investment adviser registration
- In the industry since
- October 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Evans work?
Matthew Evans is an investment adviser representative registered through RPG Family Wealth Advisory, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Evans a financial advisor?
Yes. Matthew Evans has a current investment-adviser registration in Missouri and Texas, through RPG Family Wealth Advisory since September 2023.
How many years of experience does Matthew Evans have?
Matthew Evans has 27 years in the financial industry, since October 1999, across 4 adviser firms.
What exams has Matthew Evans passed?
Matthew Evans has passed 4 licensing exams: the Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 63, was passed in July 1999. FINRA credited Matthew Evans with the SIE, which began in October 2018.
Where did Matthew Evans work before RPG Family Wealth Advisory?
Before RPG Family Wealth Advisory, Matthew Evans was registered through MSL Advisors, LLC, April 2023 to July 2023; Bison Advisors, November 2021 to May 2023; First Heartland Consultants, Inc., July 2001 to November 2021.
Where is Matthew Evans based?
Matthew Evans’ registered office is in Wentzville, MO.
Is Matthew Evans registered with FINRA?
No. Matthew Evans has no current broker registration.
How can I verify Matthew Evans’ record?
Search CRD 3234682 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Evans’ full registration record.
