Matthew Rodgers, financial advisor Harmony PA

Matthew Rodgers

CRD Number: 7093360
Current Firm: Monongahela Capital Management

Matthew Rodgers (CRD# 7093360) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Rodgers Brothers Inc. Harmony, PA Mar 2019 - Current 3
University Of Chicago Chicago, IL Sep 2015 - Mar 2019 3
Quaker Valley School District Leetsdale, PA Mar 2009 - Aug 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Matthew B. Rodgers
Phone Number: 724-473-4003
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    717
    MILLIONS
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $896,601
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, GA, IL, IN, LA, NC, NJ, NY, OH, PA, SC, TX, VA, WA, WV

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