Matthew CriderCRD Number: 5580244
Current Firm: Strategic Advisers, Inc.
Matthew Crider (CRD# 5580244) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Greenville, SC and has over 8 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Fidelity Investments||Covington, KY||Jun 2008 - Current||9|
|University Of Cincinnati||Cincinnati, OH||Sep 2004 - Jun 2008||3|
|The Home Depot||Milford, OH||May 2004 - May 2008||4|
|Total Quality Logistics||Cincinnati, OH||Feb 2007 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV