Matthew Cornfield (CRD# 7806958) is an Investment Advisor Representative working at Cary Street Partners in Charlottesville, VA and has 1 year of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cary Street Partners | Charlottesville, VA | Sep 2023 - Current | < 1 |
| Unemployed | Arlington, VA | Jun 2023 - Aug 2023 | < 1 |
| Wake Forest University | Winston-salem, NC | Aug 2019 - May 2023 | 3 |
| Mason Investment Advisory | Reston, VA | Jun 2022 - Aug 2022 | < 1 |
| Washington Golf And Country Club | Arlington, VA | May 2021 - Aug 2021 | < 1 |
| Arlington Public Schools | Arlington, VA | Jul 2019 - Aug 2019 | < 1 |
| Yorktown High School | Arlington, VA | Sep 2014 - Jun 2019 | 4 |
| Swanson Middle School | Arlington, VA | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- NC
- TX
- VA
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Total Assets Under Management6,977MILLIONS
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Total Number of Accounts12,547ACCOUNTS
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Average Account Value$556,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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