Matthew Borowski, financial advisor Dallas TX
93 score

Matthew Borowski

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
True North Advisors Dallas, TX Feb 2013 - Current 3
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
Contact Info for Matthew C. Borowski
Phone Number: 214-360-7300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,179
    MILLIONS
  • Total Number of Accounts
    2,821
    ACCOUNTS
  • Average Account Value
    $417,847
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

CA, FL, KS, LA, MO, NC, NE, NM, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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