Matthew Gunter (CRD# 3010521) is an Investment Advisor Representative working at Shelton Capital Management in Denver, CO and has over 24 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rfs Partners | Denver, CO | Oct 2021 - Current | 2 |
Mrg Advisory | Denver, CO | Sep 2019 - Oct 2021 | 2 |
Segall Bryant & Hamill | Denver, CO | May 2018 - Aug 2019 | 1 |
Alps Distributors, Inc. | Denver, CO | Jan 2012 - May 2019 | 7 |
Denver Investments | Denver, CO | Jan 2012 - May 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
S63 | Uniform Securities State Law Examination | Jan 2022 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- CO
- GA
- IL
- PA
-
Total Assets Under Management4,785MILLIONS
-
Total Number of Accounts1,042ACCOUNTS
-
Average Account Value$4,591,886
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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