Matthew Diers (CRD# 7340652) is an Investment Advisor Representative working at Faithward Advisors, LLC in Lancaster, PA and has 1 year of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Faithward Advisors, LLC | Lancaster, NY | Dec 2023 - Current | < 1 |
| American Portfolios Financial Services, Inc. | Lancaster, PA | Feb 2021 - Current | 3 |
| Ambassador Advisors, LLC | Lancaster, PA | Feb 2021 - Dec 2023 | 2 |
| Messiah University | Mechanicsburg, PA | Aug 2017 - May 2021 | 3 |
| Valley Heights Christian Academy | Norwich, NY | Aug 2011 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- NY
-
Total Assets Under Management741MILLIONS
-
Total Number of Accounts5,347ACCOUNTS
-
Average Account Value$138,576
- A percentage of assets under your management
- Hourly charges
- 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)
- Other
CA, CO, DE, FL, GA, IL, IN, LA, MD, MN, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
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