Matthew Woodlief, financial advisor Henderson NC

Matthew Woodlief

CRD Number: 6009149
Current Firm: Private Wealth Management Of North Carolina LLC

Matthew Woodlief (CRD# 6009149) is an Investment Advisor Representative working at Private Wealth Management Of North Carolina LLC in Henderson, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Private Wealth Management Henderson, NC Jun 2011 - Current 8
Unemployed Wilmington, NC Dec 2010 - Jun 2011 < 1
University Of North Carolina Wilmington, NC Jun 2005 - Dec 2010 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Matthew B. Woodlief
Phone Number: 252-492-8694
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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