Matthew DeitelCRD Number: 6107912
Current Firm: Triad Hybrid Solutions, LLC
Matthew Deitel (CRD# 6107912) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Johnson City, TN and has over 4 years of experience in the finance industry.
Gaam Wealth Advisors, Inc.
Integrity Capital Management
|Triad Advisors, Inc.||Norcross, GA||May 2016 - Current||< 1|
|Triad Hybrid Solutions||Norcross, GA||May 2016 - Current||< 1|
|Wells Fargo Advisors, LLC||Knoxville, TN||Aug 2012 - May 2016||3|
|Cantina Laredo||Orlando, FL||Jun 2011 - Jul 2012||1|
|Bubba Gump Shrimp Co||Miami, FL||Jun 2008 - Jun 2011||3|
|Lenny's Sub Shop||Knoxville, TN||Apr 2005 - Jun 2008||3|
|Marriott||Knoxville, TN||Mar 2006 - May 2008||2|
|University Of Tennessee||Knoxville, TN||Aug 2003 - May 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management134MILLIONS
Total Number of Accounts1,155ACCOUNTS
Average Account Value$116,364
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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