# Matthew Robert Engstrom

Matthew Robert Engstrom is an investment adviser representative (IAR) with state registration records since 2015, appearing at 8 firms. Currently registered with GRADIENT ADVISORS, LLC, GRADIENT SECURITIES, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [GRADIENT SECURITIES, LLC](https://search.stillhousedata.com/firm/127701) | 2024-11-06 | present | Yes |
| [GRADIENT ADVISORS, LLC](https://search.stillhousedata.com/firm/152665) | 2024-04-23 | present | Yes |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2022-09-09 | 2024-01-10 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2020-03-27 | 2022-09-12 | — |
| [NEXT FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/46214) | 2018-05-04 | 2019-07-31 | — |
| [OSAIC SERVICES, INC.](https://search.stillhousedata.com/firm/133763) | 2017-07-13 | 2017-10-27 | — |
| [SECURED RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/144239) | 2017-01-05 | 2017-02-06 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2015-12-04 | 2017-01-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6201341)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6201341.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.