Investment adviser representative · Dean Investments
Matthew T. Wallace
CRD 6574773 · Beavercreek, OH
At a glance
Matthew T. Wallace is an investment adviser representative with Dean Investments in Beavercreek, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2015, about 10 years ago.
Current advisory firms
- Dean InvestmentsSince November 2015Beavercreek, OH · $909M in regulatory assets
- Dean Financial ServicesSince November 2015Beavercreek, OH · $382M in regulatory assets
SEC adviser record
- Registered since
- 2015 (10 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Dean Investments
- Zachary P. HabermanBeavercreek
- Stephen M. MillerBeavercreek
- Beth J. VerdoornBeavercreek · Certified Financial Planner
Every advisor at Dean Investments →Dean Investments: assets, clients and custodians →Financial advisors in Beavercreek, OH →Every Dean Investments advisor in Beavercreek →Advisor Moves: who changed firms this week →