Matthew Ohrenich has been an investment adviser representative at Stillwater Private Wealth since February 2026, and is not listed among the firm’s executive officers or direct owners. Matthew Ohrenich studied Dual degrees in Finance and Risk Management & Insurance at the University of South Carolina.
Stillwater Private Wealth, LLC is an Allenton, PA firm with $177M under management, 164 clients and 4 advisers across 4 offices, as of its August 2026 filing.
Matthew B. Ohrenich is Financial Planner of Stillwater Private Wealth. He helps high-earning professionals and solopreneurs design financial plans that give them choice, integrating cash flow, tax planning, investment management and retirement planning. Before Stillwater Private Wealth, he gained experience at a broker-dealer and a boutique family office in the greater Philadelphia area.
Matthew Ohrenich’s longest registration was 3 years at The Fairman Group, LLC (2020–2024). Before joining Stillwater Private Wealth in 2026, Matthew Ohrenich was registered through Ethos Financial Group, LLC and The Fairman Group, LLC.
- Stillwater Private WealthCurrent– present · under a yearCharleston, SC · Adviser representative · Firm CRD 339794
- Ethos Financial Group, LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 321748
- The Fairman Group, LLC– · 3 yearsChesterbrook, PA · Adviser representative · Firm CRD 121492
Professional designations
Listed by Stillwater Private Wealth
- CFP®
Investment adviser representative registrations
Matthew Ohrenich is registered as an investment adviser representative in South Carolina, since February 2026.
- South CarolinaSince 12 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 June 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 August 2017 |
| Series 7 | General Securities Representative Examination | 14 August 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Bruce Ohrenich
- CRD
- 6829358
- Firm
- Stillwater Private Wealth · CRD 339794
- Office
- Charleston, SC
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- swprivatewealth.com
Where does Matthew Ohrenich work?
Matthew Ohrenich is an investment adviser representative registered through Stillwater Private Wealth, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Ohrenich a financial advisor?
Yes. Matthew Ohrenich has a current investment-adviser registration in South Carolina, through Stillwater Private Wealth since February 2026.
How many years of experience does Matthew Ohrenich have?
Matthew Ohrenich has 7 years in the financial industry, since January 2019, across 3 adviser firms.
What exams has Matthew Ohrenich passed?
Matthew Ohrenich has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2017. FINRA credited Matthew Ohrenich with the SIE, which began in October 2018.
Where did Matthew Ohrenich work before Stillwater Private Wealth?
Before Stillwater Private Wealth, Matthew Ohrenich was registered through The Fairman Group, LLC, June 2020 to January 2024.
Where is Matthew Ohrenich based?
Matthew Ohrenich’s registered office is in Charleston, SC.
Is Matthew Ohrenich registered with FINRA?
No. Matthew Ohrenich has no current broker registration.
Is Matthew Ohrenich a CFP?
Stillwater Private Wealth lists Matthew Ohrenich with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Matthew Ohrenich’s record?
Search CRD 6829358 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Ohrenich’s full registration record.
