Matthew Munsell (CRD# 5361354) is an Investment Advisor Representative working at Avantax Advisory Services in Palm Beach Gardens, FL and has over 14 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Water Accounting & Asset Management Inc. | Palm Beach Gardens, FL | Jan 2022 - Current | 2 |
| Avantax Advisory Services | Palm Beach Gardens, FL | Jan 2012 - Current | 12 |
| Avantax Investment Services, Inc. | Palm Beach Gardens, FL | Jun 2010 - Current | 13 |
| Avantax Insurance Agency, LLC | Palm Beach Gardens, FL | Jun 2010 - Current | 13 |
| M&m Financial Services And Taxes | Jupiter, FL | Oct 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- FL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
- Educational seminars/workshops
- Other
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, WY
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