• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
MATTHEW THOMAS WOODS
MATTHEW T WOODS
CRD#: 5110799
IA
Investment Adviser
WAYPOINT WEALTH COUNSEL LLCCRD#: 171822 3715 NORTHSIDE PARKWAY NW
BUILDING 400, SUITE 775
ATLANTA, GA 30327
Registration History
20062008201020122014201620182020202220242026IAWAYPOINT WEALTH COUNSEL LLC (CRD# 171822)2016 - Present (8 years)IAWAYPOINT WEALTH COUNSEL LLC (CRD# 171822)2014 - 2015 (1 year)IAMORGAN STANLEY (CRD# 149777)2009 - 2014 (5 years)IACITIGROUP GLOBAL MARKETS INC. (CRD# 7059)2007 - 2009 (1 year)IAMORGAN STANLEY & CO., INCORPORATED (CRD# 8209)2007 - 2007 (<1 year)IAMORGAN STANLEY (CRD# 7556)2006 - 2007 (<1 year)
License(s)

State Registrations

IA
Georgia 4/5/2016

Current Registration(s)
IA
WAYPOINT WEALTH COUNSEL LLC (CRD#:171822)
3715 NORTHSIDE PARKWAY NW BUILDING 400, SUITE 775, ATLANTA, GA 30327
Registered with this firm since 4/5/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
06/20/2014 - 12/31/2015 WAYPOINT WEALTH COUNSEL LLC (CRD#:171822) ATLANTA, GA
IA
06/01/2009 - 07/07/2014 MORGAN STANLEY (CRD#:149777) ATLANTA, GA
IA
12/05/2007 - 06/01/2009 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) ATLANTA, GA
IA
04/02/2007 - 11/28/2007 MORGAN STANLEY & CO., INCORPORATED (CRD#:8209) ATLANTA, GA
IA
11/08/2006 - 04/02/2007 MORGAN STANLEY (CRD#:7556) ATLANTA, GA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.