Matthew Linker has been an investment adviser representative at Arta Finance Wealth Management since August 2023, and is not listed among the firm’s executive officers or direct owners.
Arta Finance Wealth Management, LLC is a Mountain View, CA firm with $153M under management, 1,043 clients and 18 advisers across 2 offices, as of its June 2026 filing.
Matt Linker is on the Arta Finance team and works remotely. He was previously an Equity Derivatives Structurer at Morgan Stanley, in Financial Engineering, Quantitative Investment Strategies and Retail Structuring.
Investment adviser representative registrations
Matthew Linker is registered as an investment adviser representative in Washington, since August 2023.
- WashingtonSince 16 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 July 2023 |
| Series 3 | National Commodity Futures Examination | 30 August 2019 |
| Series 57TO | Securities Trader Exam | 26 August 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 August 2019 |
| Series 7TO | General Securities Representative Examination | 16 August 2019 |
| SIE | Securities Industry Essentials Examination | 26 July 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Securities Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Matthew Stefan Linker
- CRD
- 6918720
- Firm
- Arta Finance Wealth Management · CRD 318714
- Office
- Seattle, WA
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- artafinance.com
Where does Matthew Linker work?
Matthew Linker is an investment adviser representative registered through Arta Finance Wealth Management, LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Linker a financial advisor?
Yes. Matthew Linker has a current investment-adviser registration in Washington, through Arta Finance Wealth Management since August 2023.
How many years of experience does Matthew Linker have?
Matthew Linker has 6 years in the financial industry, since July 2020, across 1 adviser firm.
What exams has Matthew Linker passed?
Matthew Linker has passed 6 licensing exams: the SIE, Series 7TO, Series 63, Series 57TO, Series 3 and Series 65. The earliest, the SIE, was passed in July 2019.
Where is Matthew Linker based?
Matthew Linker’s registered office is in Seattle, WA.
Is Matthew Linker registered with FINRA?
No. Matthew Linker has no current broker registration.
How can I verify Matthew Linker’s record?
Search CRD 6918720 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Linker’s full registration record.
