Matthew Maiers (CRD# 4294492) is an Investment Advisor Representative working at Hunter Street Investment Advisors LLC in Apex, NC and has over 23 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Hunter Street Investment Advisors LLC | Apex, NC | Sep 2019 - Current | 5 |
Hobart Private Capital, LLC | Charlotte, NC | Jun 2019 - Sep 2019 | < 1 |
Knights Of Columbus | Apex, NC | Jan 2019 - Jun 2019 | < 1 |
Raymond James Financial Services,inc | Cary, NC | Oct 2018 - May 2019 | < 1 |
Global Financial | Sarasota, FL | Jan 2017 - Oct 2018 | 1 |
Flexible Plan Inv | Bloomfield Hills, MI | Aug 2015 - Jan 2017 | 1 |
Paychex, Inc. | Cary, NC | Aug 2014 - Aug 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2000 |
S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
- NC
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Total Assets Under Management90MILLIONS
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Total Number of Accounts525ACCOUNTS
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Average Account Value$171,429
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
IL, NC, NY
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