Matthew Hollosy, financial advisor Bethesda MD
96 score

Matthew Hollosy

CRD Number: 5358578
Current Firm: Usaa Financial Planning Services

Matthew Hollosy (CRD# 5358578) is an Investment Advisor Representative working at Usaa Financial Planning Services in Bethesda, MD and has over 9 years of experience in the finance industry. Matthew Hollosy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Usaa Financial Advisors, Inc. Bethesda, MD Aug 2011 - Current 5
Usaa Financial Planning Services Bethesda, MD Aug 2011 - Current 5
Investors Capital Corp Lynnfield, MA Jun 2007 - Jul 2011 4
Autumn Days Strategies Lynnfield, MA Jun 2007 - Jul 2011 4
Lear Corporation Hixson, TN Aug 2004 - Jun 2007 2
Iu Bloomington, IN Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Matthew J. Hollosy
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • DC
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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