Matthew
Giles
Collaborative Wealth
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About this Advisor
Matthew Giles is a certified financial planner working in Lake Mary, Florida who has 4 years of industry experience. Giles is currently employed by Collaborative Wealth. They have spent the entirety of their career at Collaborative Wealth. Giles holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Collaborative Wealth is a registered investment firm based in Lake Mary, FL. The company has offices in three locations and a total of 12 financial advisors. It administers $390 million in total assets across its 1,497 accounts, making it one of the bigger firms in the United States by assets under management. The firm advises three charities and foundations. Of its 1,497 client accounts, 20% are held by high-net-worth individuals who have more than $1 million in assets. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically depend on which services are provided. Fee types billed by Collaborative Wealth most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Collaborative Wealth Brokerage Details
$390,123,432
12
1,497
$260,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Giles Work History
Matthew has been registered as a financial advisor for 4 years.*
Raymond James & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Giles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Collaborative Wealth
Lake Mary, FL
Gainesville, FL
Lake Mary, FL
Lake Mary, FL
Stuart, FL
Lake Mary, FL
Lake Mary, FL
Orlando, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
