Matthew Swendiman (CRD# 2849367) is an Investment Advisor Representative working at Crew Capital Management, Ltd. in Cincinnati, OH and has over 22 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Bridge Compliance | Washington, DC | Aug 2019 - Current | 4 |
| F/m Acceleration | Washington, DC | Jul 2019 - Current | 4 |
| F/m Investments | Washington, DC | Jul 2019 - Current | 4 |
| Crew Capital Management | Cincinnati, OH | Nov 2018 - Current | 5 |
| Jcm Financial Services Consulting, LLC | Park Hills, KY | Nov 2018 - Current | 5 |
| Zermatt Wealth Partners | Raleigh, NC | Dec 2017 - Nov 2018 | < 1 |
| Eudaimonia Partners | Winchester, TN | Nov 2017 - Nov 2018 | 1 |
| First Capital Investment Partners | Blue Bell, PA | Sep 2017 - Nov 2018 | 1 |
| Morse Capital Partners | Richmond, VA | Mar 2017 - Nov 2018 | 1 |
| Pension Partners | New York City, NY | Jan 2017 - Nov 2018 | 1 |
| Foundry Partners, LLC | Minneapolis, MN | Aug 2016 - Nov 2018 | 2 |
| John Dovich & Associates | Cincinnati, OH | Nov 2015 - Nov 2018 | 3 |
| First Capital Advisors Group, LLC | Marco Island, FL | Aug 2015 - Nov 2018 | 3 |
| Kindred Spirits Investment Management, LLC | Cincinnati, OH | May 2014 - Nov 2018 | 4 |
| Graydon Compliance Solutions, LLC | Cincinnati, OH | Apr 2014 - Nov 2018 | 4 |
| Queen City Capital Management, LLC | Cincinnati, OH | Jul 2015 - Mar 2017 | 1 |
| Its Asset Management | Washington, PA | Jun 2016 - Jan 2017 | < 1 |
| Mrm Capital Asset Management, LLC | Cincinnati, OH | Mar 2015 - Apr 2016 | 1 |
| Visionary Horizons, LLC | Knoxville, TN | Nov 2015 - Mar 2016 | < 1 |
| Crew Capital Management, Ltd. | Cincinnati, OH | Sep 2014 - Mar 2016 | 1 |
| Walrus Partners, LLC | Minneapolis, MN | May 2014 - Mar 2016 | 1 |
| Knelman Asset Management Group, LLC | Paris, OH | Sep 2014 - Sep 2015 | 1 |
| Swendiman Wealth Strategies, Inc. | Park Hills, KY | Nov 2011 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
- OH
-
Total Assets Under Management183MILLIONS
-
Total Number of Accounts191ACCOUNTS
-
Average Account Value$958,634
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
- Other
DC, FL, KY, OH, TN, TX
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