Matthew Presjak has been Managing Member of Encompass Wealth Advisors since July 2014, is a control person of the firm and directly owns between 25% and 50% of it.
Encompass Wealth Advisors, LLC is a Portland, OR firm with $473M under management, 1,343 clients and 3 advisers in one office, as of its August 2026 filing.
Matthew Presjak’s longest registration is the current one, 12 years at Encompass Wealth Advisors since 2014. Before joining Encompass Wealth Advisors in 2014, Matthew Presjak was registered through Morgan Stanley and Citigroup Global Markets Inc.
- – present · 12 yearsPortland, OR · Adviser representative · Firm CRD 170807
- Morgan Stanley– · 5 yearsPortland, OR · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · under a yearPortland, OR · Adviser representative · Firm CRD 7059
- UBS Financial Services Inc.– · 2 yearsWeehawken, NJ · Adviser representative · Firm CRD 8174
- McDonald Investments Inc.– · 7 yearsPortland, OR · Adviser representative · Firm CRD 566
Investment adviser representative registrations
Matthew Presjak is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from July 2014; the most recent is Ohio, in September 2025.
- ArizonaSince 14 November 2023
- CaliforniaSince 3 January 2020
- OhioSince 21 September 2025
- OregonSince 17 July 2014
- TexasResidentSince 2 January 2020
- WashingtonSince 2 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 September 1992 |
| Series 3 | National Commodity Futures Examination | 21 December 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 November 1987 |
| Series 7 | General Securities Representative Examination | 21 November 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Gibson Presjak
- CRD
- 1767195
- Firm
- Encompass Wealth Advisors · CRD 170807
- Role
- Managing Member
- Office
- 15350 SW SEQUOIA PARKWAY, SUITE 250, Portland, OR 97224
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1987
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Matthew Presjak work?
Matthew Presjak has been Managing Member of Encompass Wealth Advisors, LLC since July 2014, and is a control person of the firm.
Is Matthew Presjak a financial advisor?
Yes. Matthew Presjak has a current investment-adviser registration in Arizona, California, Ohio, Oregon, Texas and Washington, through Encompass Wealth Advisors since July 2014.
How many years of experience does Matthew Presjak have?
Matthew Presjak has 38 years in the financial industry, since December 1987, across 5 adviser firms.
What exams has Matthew Presjak passed?
Matthew Presjak has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in November 1987. FINRA credited Matthew Presjak with the SIE, which began in October 2018.
Where did Matthew Presjak work before Encompass Wealth Advisors?
Before Encompass Wealth Advisors, Matthew Presjak was registered through Citigroup Global Markets Inc., April 2009 to June 2009; UBS Financial Services Inc., February 2007 to May 2009; McDonald Investments Inc., October 1999 to February 2007.
Where is Matthew Presjak based?
Matthew Presjak’s registered office is in Portland, OR.
Is Matthew Presjak registered with FINRA?
Yes. Matthew Presjak has a current broker registration, under CRD 1767195.
Source: FINRA BrokerCheck
How can I verify Matthew Presjak’s record?
Search CRD 1767195 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Presjak’s full registration record.