Matthew Blunt, financial advisor Mclean VA

Matthew Blunt

CRD Number: 6956695
Current Firm: Royal Alliance Associates, Inc.

Matthew Blunt (CRD# 6956695) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Mclean, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cassaday & Company Mclean, VA May 2018 - Current 4
Royal Alliance Mclean, VA May 2008 - Current 14
Arlington County Fire Department Arlington, VA May 2014 - May 2018 4
Celerity Mclean, VA Apr 2013 - May 2014 1
Udr Arlington, VA Jun 2012 - Apr 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Matthew W. Blunt
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    28,249
    MILLIONS
  • Total Number of Accounts
    112,286
    ACCOUNTS
  • Average Account Value
    $251,584
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV, WY

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