Matthew GunterCRD Number: 3010521
Current Firm: Shelton Capital Management
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.
Motley Fool Wealth Management, LLC
Winding Trail Financial Planning, LLC
|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|
Total Assets Under Management3,473MILLIONS
Total Number of Accounts947ACCOUNTS
Average Account Value$3,667,732
- A percentage of assets under your management
- 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, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI
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