Matthew TheilCRD Number: 2379377
Current Firm: Ray|theil Wealth Management, LLC
Matthew Theil (CRD# 2379377) is an Investment Advisor Representative working at Ray|theil Wealth Management, LLC in Beavercreek, OH and has over 24 years of experience in the finance industry.
Truly Prosper Financial Planning LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Ray|theil Wealth Management, LLC||Beavercreek, OH||May 2011 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 1998|
Total Assets Under Management235MILLIONS
Total Number of Accounts241ACCOUNTS
Average Account Value$974,408
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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