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Matthew Mitchell Chancey

Investment Adviser Representative at REALTA INVESTMENT ADVISORS, INC

Winter Park, FLCRD #5645874Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
37 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Matthew Mitchell Chancey has worked in the securities industry since 2011. They are registered to provide investment advisory services in 37 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 37 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIllinoisKansasLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMontanaNebraskaNevadaNew JerseyNew YorkNorth CarolinaOhioOklahomaOregonPennsylvaniaSouth CarolinaTennesseeTexasUtahVirginiaWashingtonWest Virginia
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/15/2020
Series 65
Uniform Investment Adviser Law Examination
Passed 3/5/2009
Series 7
General Securities Representative Examination
Passed 11/26/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 22
Direct Participation Programs Representative Examination
Passed 9/23/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Realta Investment Advisors, Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REALTA INVESTMENT ADVISORS, INCCurrent
12/8/2021Winter Park, FL
REALTA EQUITIES, INC.Current
11/24/2021Winter Park, FL
DEMPSEY LORD SMITH, LLC
5/21/202111/29/2021Tampa, FL
CLARAPHI ADVISORY NETWORK, LLC
7/27/201712/31/2019Tampa, FL
RETIREMENT WEALTH ADVISORS, INC.
5/30/20147/25/2017Orlando, FL
HORTER INVESTMENT MANAGEMENT, LLC
1/23/20125/14/2014Orlando, FL
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
8/25/20112/1/2012Orlando, FL
GRADIENT INVESTMENTS, LLC
6/17/20099/28/2009Orlando, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Mitchell Chancey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Matthew Mitchell Chancey - Financial Advisor in Winter Park, FL | AdvisorFinder