Matthew Theil has been an investment adviser representative at Blake Schutter Theil Wealth Advisors since September 2024, and is not listed among the firm’s executive officers or direct owners. Matthew Theil holds a Bachelor's degree in Economics from Wright State University.
Blake Schutter Theil Wealth Advisors, LLC is a Dayton, OH firm with $459M under management, 192 clients and 4 advisers in one office, as of its March 2026 filing.
Matthew T. Theil is Partner and Chief Investment Officer of Blake Schutter Theil Wealth Advisors. He has more than 30 years in financial services. In 2011 he co-founded Ray|Theil Wealth Management with Don Ray and, as a partner, managed its investment advisory business. Earlier he worked for an investment management firm for 20 years, overseeing investment portfolios for high-net-worth families, businesses and qualified retirement plans and directing its investment consulting practice.
Matthew Theil’s longest registration was 13 years at Ray|theil Wealth Management, LLC (2011–2024). Before joining Blake Schutter Theil Wealth Advisors in 2024, Matthew Theil was registered through Ray|theil Wealth Management, LLC and Dean Financial Services.
- – present · 2 yearsDayton, OH · Adviser representative · Firm CRD 292661
- Ray|theil Wealth Management, LLC– · 13 yearsBeavercreek, OH · Adviser representative · Firm CRD 157443
- Dean Financial Services– · 4 yearsBeavercreek, OH · Adviser representative · Firm CRD 129679
- Dean Investments– · 4 yearsBeavercreek, OH · Adviser representative · Firm CRD 104635
Investment adviser representative registrations
Matthew Theil is registered as an investment adviser representative in 2 states. The first approvals date from September 2024; the most recent is Florida, in February 2025.
- FloridaSince 12 February 2025
- OhioSince 24 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 8 December 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 May 1998 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 April 1998 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Matthew Tristen Theil
- CRD
- 2379377
- Firm
- Blake Schutter Theil Wealth Advisors · CRD 292661
- Office
- 7777 WASHINGTON VILLAGE DR., SUITE 120, Dayton, OH 45459
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bstwealthadvisors.com
Where does Matthew Theil work?
Matthew Theil is an investment adviser representative registered through Blake Schutter Theil Wealth Advisors, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Theil a financial advisor?
Yes. Matthew Theil has a current investment-adviser registration in Florida and Ohio, through Blake Schutter Theil Wealth Advisors since September 2024.
How many years of experience does Matthew Theil have?
Matthew Theil has 19 years in the financial industry, since June 2007, across 4 adviser firms.
What exams has Matthew Theil passed?
Matthew Theil has passed 3 licensing exams: the Series 6, Series 63 and Series 66. The earliest, the Series 6, was passed in April 1998.
Where did Matthew Theil work before Blake Schutter Theil Wealth Advisors?
Before Blake Schutter Theil Wealth Advisors, Matthew Theil was registered through Ray|theil Wealth Management, LLC, May 2011 to July 2024; Dean Financial Services, March 2007 to June 2011; Dean Investments, March 2007 to June 2011.
Where is Matthew Theil based?
Matthew Theil’s registered office is in Dayton, OH.
Is Matthew Theil registered with FINRA?
No. Matthew Theil has no current broker registration.
How can I verify Matthew Theil’s record?
Search CRD 2379377 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Theil’s full registration record.