Matthew BorowskiCRD Number: 4530936
Current Firm: True North Advisors, LLC
Matthew Borowski (CRD# 4530936) is an Investment Advisor Representative working at True North Advisors, LLC in Dallas, TX and has over 15 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|True North Advisors||Dallas, TX||Feb 2013 - Current||5|
|Jpmorgan Securities Inc.||Dallas, TX||Oct 2007 - Feb 2013||5|
|Jpmorgan Chase Bank||Dallas, TX||Sep 2007 - Feb 2013||5|
|Bear, Stearns & Company Inc.||Houston, TX||Oct 2008 - Oct 2008||< 1|
|Halfmoon Trading, LLC||The Woodlands, TX||Jul 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Total Assets Under Management1,179MILLIONS
Total Number of Accounts2,821ACCOUNTS
Average Account Value$417,847
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, FL, KS, LA, MO, NC, NE, NM, TX
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