Matthew Witter, financial advisor Horsham PA
93 score

Matthew Witter

CRD Number: 6018893
Current Firm: H.d. Vest Advisory Services, Inc.

Matthew Witter (CRD# 6018893) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Horsham, PA and has over 4 years of experience in the finance industry. Matthew Witter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Sharp Financial Group Horsham, PA Mar 2016 - Current < 1
H.d. Vest Advisory Services Horsham, PA Mar 2016 - Current < 1
Canon Capital Investment Advisory Souderton, PA Feb 2011 - Mar 2016 5
Univest Corporation Souderton, PA May 2009 - Feb 2011 1
Jon Landis Electrical Contractor Telford, PA Sep 2005 - May 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Matthew P. Witter
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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