Matthew Wootten has been Principal of Addison Advisors since March 2014, is a control person of the firm and directly owns under 5% of it.
Addison Advisors LLC is a Middlebury, VT firm with $583M under management, 368 clients and 6 advisers across 2 offices, as of its February 2026 filing.
Matthew Wootten’s longest registration was 12 years at Marble Trail Advisors (2014–2026).
- Silver Birch Financial LLCAlso current– present · under a yearMiddlebury, VT · Adviser representative · Firm CRD 341785
- Rock Point Advisors, LLC– · 9 yearsBurlington, VT · Adviser representative · Firm CRD 130825
- Morgan Stanley– · 1 yearBurlington, VT · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Matthew Wootten is registered as an investment adviser representative in Vermont, since May 2026.
- VermontSince 11 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 2 July 2001 |
| Series 66 | Uniform Combined State Law Examination | 25 June 2001 |
| Series 7 | General Securities Representative Examination | 18 June 2001 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Perry Wootten
- CRD
- 4386014
- Firm
- Addison Advisors · CRD 154744
- Role
- Principal
- Registration
- Investment adviser registration
- In the industry since
- January 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Wootten work?
Matthew Wootten has been Principal of Addison Advisors LLC since March 2014, and is a control person of the firm.
Is Matthew Wootten a financial advisor?
Yes. Matthew Wootten has a current investment-adviser registration in Vermont.
How many years of experience does Matthew Wootten have?
Matthew Wootten has 23 years in the financial industry, since January 2003, across 4 adviser firms.
What exams has Matthew Wootten passed?
Matthew Wootten has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in June 2001.
Where was Matthew Wootten previously registered as an investment adviser?
Matthew Wootten has past investment-adviser registrations through Marble Trail Advisors, March 2014 to July 2026; Rock Point Advisors, LLC, June 2004 to March 2014; Morgan Stanley, August 2001 to January 2003, across 4 firms.
Is Matthew Wootten registered with FINRA?
No. Matthew Wootten has no current broker registration.
How can I verify Matthew Wootten’s record?
Search CRD 4386014 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Wootten’s full registration record.