Matthew Royer has been an investment adviser representative at Platform Wealth Management since May 2026, and is not listed among the firm’s executive officers or direct owners.
Platform Wealth Management, LLC is a Holladay, UT firm with $509M under management, 270 clients and 9 advisers across 4 offices, as of its September 2026 filing.
- Platform Wealth AdvisorsCurrent– present · under a yearMercerville, NJ · Adviser representative · Firm CRD 329313
Investment adviser representative registrations
Matthew Royer is registered as an investment adviser representative in New Jersey, since May 2026.
- New JerseySince 27 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 April 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew T Royer
- CRD
- 8104213
- Firm
- Platform Wealth Management · CRD 329313
- Office
- 1540 Kuser Road, Suite A-4, Mercerville, NJ 08619
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Royer work?
Matthew Royer is an investment adviser representative registered through Platform Wealth Management, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Royer a financial advisor?
Yes. Matthew Royer has a current investment-adviser registration in New Jersey, through Platform Wealth Management since May 2026.
How many years of experience does Matthew Royer have?
Matthew Royer has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Matthew Royer passed?
Matthew Royer passed the Series 65 in April 2026.
Where is Matthew Royer based?
Matthew Royer’s registered office is in Mercerville, NJ.
Is Matthew Royer registered with FINRA?
No. Matthew Royer has no current broker registration.
How can I verify Matthew Royer’s record?
Search CRD 8104213 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Royer’s full registration record.