Matthew Spear has been Co-Chief Operating Officer of Sapere Wealth Management since January 2022, is a control person of the firm and directly owns under 5% of it.
Sapere Wealth Management, LLC is a Matthews, NC firm with $605M under management, 240 clients and 1 adviser across 2 offices, as of its March 2026 filing.
Matthew Spear’s longest registration is the current one, 24 years at Sapere Wealth Management since 2002. Before joining Sapere Wealth Management in 2002, Matthew Spear was registered through Blue Ronald & Co LLC.
- – present · 24 yearsMatthews, NC · Adviser representative · Firm CRD 119598
- Blue Ronald & Co LLC– · under a yearCharlotte, NC · Adviser representative · Firm CRD 104605
Investment adviser representative registrations
Matthew Spear is registered as an investment adviser representative in North Carolina, since June 2002.
- North CarolinaSince 10 June 2002
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 23 November 2019 |
| SIE | Securities Industry Essentials Examination | 21 September 2019 |
| Series 2 | Non-Member General Securities Examination | 4 June 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 February 1996 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Non-Member General Securities Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew William Spear
- CRD
- 2719253
- Firm
- Sapere Wealth Management · CRD 119598
- Role
- Co-Chief Operating Officer
- Office
- 130 MATTHEWS STATION ST. #2-A, Matthews, NC 28105
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Spear work?
Matthew Spear has been Co-Chief Operating Officer of Sapere Wealth Management, LLC since January 2022, and is a control person of the firm.
Is Matthew Spear a financial advisor?
Yes. Matthew Spear has a current investment-adviser registration in North Carolina, through Sapere Wealth Management since June 2002.
How many years of experience does Matthew Spear have?
Matthew Spear has 24 years in the financial industry, since January 2002, across 2 adviser firms.
What exams has Matthew Spear passed?
Matthew Spear has passed 4 licensing exams: the Series 65, Series 2, SIE and Series 63. The earliest, the Series 65, was passed in February 1996.
Where did Matthew Spear work before Sapere Wealth Management?
Before Sapere Wealth Management, Matthew Spear was registered through Blue Ronald & Co LLC, December 2001 to June 2002.
Where is Matthew Spear based?
Matthew Spear’s registered office is in Matthews, NC.
Is Matthew Spear registered with FINRA?
No. Matthew Spear has no current broker registration.
How can I verify Matthew Spear’s record?
Search CRD 2719253 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Spear’s full registration record.