Matthew Mulcock has been Managing Partner/Chief Compliance Officer of Aquire Wealth Advisors since May 2023, is a control person of the firm and directly owns under 5% of it.
Aquire Wealth Advisors, LLC is a Salt Lake City, UT firm with $504M under management, 768 clients and 9 advisers across 2 offices, as of its June 2026 filing.
Matt Mulcock is Managing Partner / Sr. Advisor of Dentist Advisors. He leads the firm's advisors and support teams, and his work focuses on practice and life transitions, investing, debt management, tax strategy and cash flow design. He has been a financial advisor for 13 years, the last eight with Dentist Advisors, and earlier worked as a Financial Consultant at Fidelity Investments.
Matthew Mulcock’s longest registration is the current one, 8 years at Aquire Wealth Advisors since 2018. Before joining Aquire Wealth Advisors in 2018, Matthew Mulcock was registered through Strategic Advisers, Inc.
- Dentist AdvisorsCurrent– present · 8 yearsSalt Lake City, UT · Adviser representative · Firm CRD 149559
- Strategic Advisers, Inc.– · 3 yearsMission Viejo, CA · Adviser representative · Firm CRD 104555
Professional designations
Listed by Aquire Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Mulcock is registered as an investment adviser representative in 2 states. The first approvals date from September 2018; the most recent is Texas, in May 2019.
- TexasSince 20 May 2019
- UtahSince 4 September 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 January 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 July 2013 |
| Series 7 | General Securities Representative Examination | 28 June 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Warren Mulcock
- CRD
- 6185404
- Firm
- Aquire Wealth Advisors · CRD 149559
- Role
- Managing Partner/Chief Compliance Officer
- Office
- 6440 S WASATCH BLVD., SUITE 215, Salt Lake City, UT 84121
- Registration
- Investment adviser registration
- In the industry since
- February 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dentistadvisors.com
Where does Matthew Mulcock work?
Matthew Mulcock has been Managing Partner/Chief Compliance Officer of Aquire Wealth Advisors, LLC since May 2023, and is a control person of the firm.
Is Matthew Mulcock a financial advisor?
Yes. Matthew Mulcock has a current investment-adviser registration in Texas and Utah, through Aquire Wealth Advisors since September 2018.
How many years of experience does Matthew Mulcock have?
Matthew Mulcock has 12 years in the financial industry, since February 2014, across 2 adviser firms.
What exams has Matthew Mulcock passed?
Matthew Mulcock has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in June 2013. FINRA credited Matthew Mulcock with the SIE, which began in October 2018.
Where did Matthew Mulcock work before Aquire Wealth Advisors?
Before Aquire Wealth Advisors, Matthew Mulcock was registered through Strategic Advisers, Inc., January 2015 to January 2018.
Where is Matthew Mulcock based?
Matthew Mulcock’s registered office is in Salt Lake City, UT.
Is Matthew Mulcock registered with FINRA?
No. Matthew Mulcock has no current broker registration.
Is Matthew Mulcock a CFP?
Aquire Wealth Advisors lists Matthew Mulcock with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Mulcock’s record?
Search CRD 6185404 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Mulcock’s full registration record.
