Matthew Anderson, financial advisor Bloomingdale IL

Matthew Anderson

CRD Number: 5612397
Current Firm: Churchill Management Group

Matthew Anderson (CRD# 5612397) is an Investment Advisor Representative working at Churchill Management Group in Bloomingdale, IL and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Churchill Management Group Los Angeles, CA May 2017 - Current 4
Td Ameritrade Omaha, NE Jun 2009 - May 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Matthew J. Anderson
Phone Number: 323-937-7110
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    6,567
    MILLIONS
  • Total Number of Accounts
    17,431
    ACCOUNTS
  • Average Account Value
    $376,720
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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, WY

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