Matthew Dawson, financial advisor Charlottesville VA
96 score

Matthew Dawson

CRD Number: 5439923
Current Firm: Rede Wealth, LLC

Matthew Dawson (CRD# 5439923) is an Investment Advisor Representative working at Rede Wealth, LLC in Charlottesville, VA and has over 8 years of experience in the finance industry. Matthew Dawson 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
Rede Wealth, LLC Charlottesville, VA Jan 2015 - Current 1
Stifel, Nicolaus & Company, Inc. Charlottesville, VA Sep 2009 - Jan 2015 5
Ubs Financial Services Inc. Charlottesville, VA Oct 2007 - Sep 2009 1
Virginia Home Works Charlottesville, VA Dec 2002 - Oct 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Matthew H. Dawson
Phone Number: (434) 974-3500
Registered State(s):
  • LA
  • VA
  • TX
By the Numbers
  • Total Assets Under Management
    100
    MILLIONS
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $240,199
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DC, DE, FL, LA, MA, MD, ME, NC, NJ, NY, PA, SC, TX, VA

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

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