# David Michael Matzko

David Michael Matzko is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with CWM, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CWM, LLC](https://search.stillhousedata.com/firm/155344) | 2024-05-16 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-09-24 | 2024-04-02 | — |
| [OSAIC FA, INC.](https://search.stillhousedata.com/firm/3978) | 2018-05-30 | 2018-07-18 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2012-03-15 | 2018-04-02 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2009-12-14 | 2011-02-08 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2003-01-14 | 2009-01-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2827991)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2827991.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
