Matthew Satterfield has been an investment adviser representative at Oakworth Asset Management since July 2025, and is not listed among the firm’s executive officers or direct owners. Matthew Satterfield holds a Bachelor of Science in Commercial and Business Administration from The University of Alabama and a Master of Business Administration in Finance from the University of Georgia.
Oakworth Asset Management, LLC is a Birmingham, AL firm with $846M under management, 565 clients and 19 advisers across 4 offices, as of its March 2026 filing.
Matt Satterfield is Client Advisor, Wealth Management at Oakworth, based in Birmingham. Before joining Oakworth in 2024 he was vice president and portfolio manager at Bank of America, where he designed investment portfolios and implemented financial planning strategies for high-net-worth clients. Before joining Bank of America in 2018 he worked as an investment professional with The Vanguard Group. He supports individuals, trusts and estates in establishing financial goals and aligning asset management strategies.
- – present · 1 yearBirmingham, AL · Adviser representative · Firm CRD 335388
Professional designations
Listed by Oakworth Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Matthew Satterfield is registered as an investment adviser representative in 2 states. The first approvals date from July 2025; the most recent is Texas, in February 2026.
- AlabamaSince 1 July 2025
- TexasSince 27 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 2016 |
| Series 7 | General Securities Representative Examination | 6 July 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Craig Satterfield
- CRD
- 6552048
- Firm
- Oakworth Asset Management · CRD 335388
- Office
- 850 SHADES CREEK PARKWAY, SUITE 200, Birmingham, AL 35209
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oakworth.com
Where does Matthew Satterfield work?
Matthew Satterfield is an investment adviser representative registered through Oakworth Asset Management, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Satterfield a financial advisor?
Yes. Matthew Satterfield has a current investment-adviser registration in Alabama and Texas, through Oakworth Asset Management since July 2025.
How many years of experience does Matthew Satterfield have?
Matthew Satterfield has 3 years in the financial industry, since June 2023, across 1 adviser firm.
What exams has Matthew Satterfield passed?
Matthew Satterfield has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 2016. FINRA credited Matthew Satterfield with the SIE, which began in October 2018.
Where is Matthew Satterfield based?
Matthew Satterfield’s registered office is in Birmingham, AL.
Is Matthew Satterfield registered with FINRA?
No. Matthew Satterfield has no current broker registration.
Is Matthew Satterfield a CFP?
Oakworth Asset Management lists Matthew Satterfield with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Matthew Satterfield’s record?
Search CRD 6552048 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Satterfield’s full registration record.
