Matthew Witchko, financial advisor Bethesda MD
93 score

Matthew Witchko

CRD Number: 4486545
Current Firm: Commonwealth Financial Network

Matthew Witchko (CRD# 4486545) is an Investment Advisor Representative working at Commonwealth Financial Network in Bethesda, MD and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Nov 2015 - Current 1
Kaplan Financial Group Bethesda, MD Sep 2007 - Current 9
Axa Advisors, LLC New York, NY Oct 2007 - Nov 2015 8
American General Securities Incorporated Winchester, VA Sep 2006 - Sep 2007 1
Wiseman & Associates Winchester, VA Aug 2006 - Sep 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Matthew J. Witchko
Phone Number: 781-736-0700
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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