Matthew Marshall has been an investment adviser representative at Arrowroot Family Office since December 2025, and is not listed among the firm’s executive officers or direct owners.
Arrowroot Family Office, LLC is a Marina Del Rey, CA firm with $431M under management, 1,415 clients and 10 advisers across 9 offices, as of its March 2026 filing.
Matthew Marshall’s longest registration was 10 years at Sagepoint Financial, Inc. (2013–2023). Before joining Arrowroot Family Office in 2025, Matthew Marshall was registered through Kestra Advisory Services, LLC and Osaic Wealth, Inc.
- Arrowroot Family Office, LLCCurrent– present · under a yearRedondo Beach, CA · Adviser representative · Firm CRD 168744
- Kestra Advisory Services, LLC– · 2 yearsRedondo Beach, CA · Adviser representative · Firm CRD 283330
- Osaic Wealth, Inc.– · under a yearRedondo Beach, CA · Adviser representative · Firm CRD 23131
- Sagepoint Financial, Inc.– · 10 yearsRedondo Beach, CA · Adviser representative · Firm CRD 133763
- NFP Securities, Inc.– · 2 yearsPleasanton, CA · Adviser representative · Firm CRD 42046
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 23 September 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 2010 |
| Series 7 | General Securities Representative Examination | 20 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew John Marshall
- CRD
- 5248941
- Firm
- Arrowroot Family Office · CRD 168744
- Office
- 229 Avenue I #300, Redondo Beach, CA 90277
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Marshall work?
Matthew Marshall is an investment adviser representative registered through Arrowroot Family Office, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Marshall a financial advisor?
Yes. Matthew Marshall has a current investment-adviser registration, through Arrowroot Family Office since December 2025.
How many years of experience does Matthew Marshall have?
Matthew Marshall has 18 years in the financial industry, since September 2008, across 5 adviser firms.
What exams has Matthew Marshall passed?
Matthew Marshall has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2007. FINRA credited Matthew Marshall with the SIE, which began in October 2018.
Where did Matthew Marshall work before Arrowroot Family Office?
Before Arrowroot Family Office, Matthew Marshall was registered through Osaic Wealth, Inc., September 2023 to October 2023; Sagepoint Financial, Inc., February 2013 to September 2023; NFP Securities, Inc., October 2010 to January 2013.
Where is Matthew Marshall based?
Matthew Marshall’s registered office is in Redondo Beach, CA.
Is Matthew Marshall registered with FINRA?
No. Matthew Marshall has no current broker registration.
How can I verify Matthew Marshall’s record?
Search CRD 5248941 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Marshall’s full registration record.
