Matthew Sathe, financial advisor Covington KY
87 score

Matthew Sathe

CRD Number: 5965681
Current Firm: Mcf Advisors, LLC

Matthew Sathe (CRD# 5965681) is an Investment Advisor Representative working at Mcf Advisors, LLC in Covington, KY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Mcf Advisors, LLC Covington, KY Jan 2014 - Current 2
Nationwide Investment Services Corporation Columbus, OH Sep 2011 - Jan 2014 2
Nfg Austin, TX Aug 2010 - Aug 2011 1
Unemployed Cincinnati, OH Jun 2010 - Aug 2010 < 1
Northwestern University Chicago, IL Sep 2006 - Jun 2010 3
Unemployed Chicago, IL Jun 2009 - Sep 2009 < 1
University Of Dayton Dayton, OH Feb 2009 - May 2009 < 1
University Of Dayton Dayton, OH Aug 2008 - Feb 2009 < 1
Munsch Re Cincinnati, OH May 2008 - Jul 2008 < 1
University Of Dayton Dayton, OH Jul 2006 - May 2008 1
Home City Ice Wilder, KY Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Matthew R. Sathe
Phone Number: 859-392-8600
Registered State(s):
  • KY
  • OH
By the Numbers
  • Total Assets Under Management
    867
    MILLIONS
  • Total Number of Accounts
    3,401
    ACCOUNTS
  • Average Account Value
    $254,880
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, IN, KY, MO, OH, TX

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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