![Matthew Rosborough, financial advisor Chicago IL](/img/ws/profile-blank-sq.png)
Matthew Rosborough (CRD# 4263728) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has over 23 years of experience in the finance industry.
![Charles Melka, financial advisor Chicago IL](/img/ws/profile-blank-sq.png)
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
![Alexander Bass, financial advisor Chicago IL](/img/ws/profile-blank-sq.png)
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Assetmark Financial, Inc. | Chicago, IL | Aug 2021 - Current | 2 |
Assetmark Brokerage, LLC | Chicago, IL | Aug 2021 - Current | 2 |
Vision 4 Fund Distributors, LLC | Scottsdale, AZ | Aug 2020 - Aug 2021 | 1 |
Unemployed | Elgin, IL | Sep 2019 - Aug 2020 | < 1 |
Sunamerica Asset Management Corp. | Jersey City, NJ | Apr 2010 - Sep 2019 | 9 |
Sunamerica Capital Services, Inc. | Jersey City, NJ | Apr 2010 - Sep 2019 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2001 |
S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- IL
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Total Assets Under Management65,618MILLIONS
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Total Number of Accounts374,574ACCOUNTS
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Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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