Matthew Anderson, financial advisor Anchorage AK

Matthew Anderson

CRD Number: 2894797
Current Firm: Bright Road Wealth Management, LLC

Matthew Anderson (CRD# 2894797) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Anchorage, AK and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
First National Bank Alaska Anchorage, AK Jan 2014 - Apr 2018 4
Key Private Bank Anchorage, AK May 2011 - Dec 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S66 NASAA Uniform Combined State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination Apr 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew W. Anderson
Phone Number: (907) 339-1555
Registered State(s):
  • AK
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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