Matthew Dodge, financial advisor Concord NH
90 score

Matthew Dodge

CRD Number: 6099481
Current Firm: Ubs Financial Services Inc.

Matthew Dodge (CRD# 6099481) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Concord, NH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Concord, NH Jul 2014 - Current 2
The New Hampton School New Hampton, NH Aug 2013 - Jun 2014 < 1
Gfi Securities LLC New York, NY Jul 2012 - Jul 2013 1
St. Lawrence University Canton, NY Aug 2008 - Jun 2012 3
New Hampton High School New Hampton, NH Aug 2003 - Jun 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Matthew E. Dodge
Phone Number: 201-352-3000
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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