Matthew Doucette, financial advisor Missoula MT

Matthew Doucette

CRD Number: 6745933
Current Firm: Eagle Strategies LLC

Matthew Doucette (CRD# 6745933) is an Investment Advisor Representative working at Eagle Strategies LLC in Missoula, MT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Missoula, MT Dec 2021 - Current < 1
University Of Montana-missoula College Missoula, MT Aug 2018 - Current 3
Nylife Securities LLC Billings, MT May 2017 - Current 5
New York Life Insurance Co Billings, MT Jan 2017 - Current 5
Sliver Slipper Sports Bar & Grill Missoula, MT Sep 2017 - Jun 2020 2
Fitchburg State University Fitchburg, MA Mar 2010 - May 2020 10
Unemployed Missoula, MT Nov 2016 - Jan 2017 < 1
El Dorado Hospitality Missoula, MT Feb 2016 - Oct 2016 < 1
Sage Hospitality Missoula, MA Feb 2013 - Feb 2016 3
Sage Hospitality Danvers, MA Jun 2011 - Feb 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Matthew Doucette
Phone Number: (888) 695-3245
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    18,110
    MILLIONS
  • Total Number of Accounts
    84,457
    ACCOUNTS
  • Average Account Value
    $214,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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