Matthew BluntCRD 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|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|
Total Assets Under Management28,249MILLIONS
Total Number of Accounts112,286ACCOUNTS
Average Account Value$251,584
- 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)
- Educational seminars/workshops
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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