Matthew Griffith has been an investment adviser representative at B&D White Capital since April 2018, and is not listed among the firm’s executive officers or direct owners. Matthew Griffith studied at Pennsylvania State University.
B&D White Capital Company, LLC is a Lakeway, TX firm with $925M under management, 313 clients and 6 advisers across 4 offices, as of its March 2026 filing.
Matthew Griffith is Wealth Management Advisor of Coyle Capital. He joined Coyle Capital in 2018 with over 20 years of experience in the investment advisory business. He serves as a prime relationship point for clients and prospective clients and supports portfolio management duties.
Matthew Griffith’s longest registration was 13 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2000–2014). Before joining B&D White Capital in 2018, Matthew Griffith was registered through Kestra Private Wealth Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Coyle Capital, LLCCurrent– present · 8 yearsParadise Valley, AZ · Adviser representative · Firm CRD 173822
- Kestra Private Wealth Services, LLC– · 4 yearsSan Diego, CA · Adviser representative · Firm CRD 155193
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 13 yearsPeoria, IL · Adviser representative · Firm CRD 7691
Professional designations
Listed by B&D White Capital
- Certified Financial Planner™ (CFP®)
- Chartered Retirement Planning Counselor™ (CRPC®)
Investment adviser representative registrations
Matthew Griffith is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2022; the most recent is Arizona, in January 2023.
- ArizonaSince 25 January 2023
- TexasResidentSince 19 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 9 June 2009 |
| Series 66 | Uniform Combined State Law Examination | 7 September 2000 |
| Series 7 | General Securities Representative Examination | 14 June 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Todd Griffith
- CRD
- 4175049
- Firm
- B&D White Capital · CRD 173822
- Office
- Paradise Valley, AZ
- Registration
- Investment adviser registration
- In the industry since
- June 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- coylecap.com
Where does Matthew Griffith work?
Matthew Griffith is an investment adviser representative registered through B&D White Capital Company, LLC since April 2018, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Griffith a financial advisor?
Yes. Matthew Griffith has a current investment-adviser registration in Arizona and Texas, through B&D White Capital since April 2018.
How many years of experience does Matthew Griffith have?
Matthew Griffith has 26 years in the financial industry, since June 2000, across 3 adviser firms.
What exams has Matthew Griffith passed?
Matthew Griffith has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in June 2000. FINRA credited Matthew Griffith with the SIE, which began in October 2018.
Where did Matthew Griffith work before B&D White Capital?
Before B&D White Capital, Matthew Griffith was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, September 2000 to March 2014.
Where is Matthew Griffith based?
Matthew Griffith’s registered office is in Paradise Valley, AZ.
Is Matthew Griffith registered with FINRA?
No. Matthew Griffith has no current broker registration.
Is Matthew Griffith a CFP?
B&D White Capital lists Matthew Griffith with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Griffith’s record?
Search CRD 4175049 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Griffith’s full registration record.