Matthew Roth, financial advisor Cincinnati OH

Matthew Roth

CRD Number: 1797028
Current Firm: Cambridge Investment Research Advisors, Inc.

Matthew Roth (CRD# 1797028) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cincinnati, OH and has over 21 years of experience in the finance industry.

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Ubs Financial Services Inc.
Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Nov 2015 - Current 8
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2015 - Current 8
Matthew P. Roth & Company, Cpas Cincinnati, OH Jan 2002 - Current 22
Lpl Financial Cincinnati, OH Oct 2011 - Nov 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
Contact Info for Matthew P. Roth
Phone Number: 641-472-5100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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, WY

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