Matthew Dogali, financial advisor Naples FL

Matthew Dogali

CRD Number: 7012318
Current Firm: Brokers Financial

Matthew Dogali (CRD# 7012318) is an Investment Advisor Representative working at Brokers Financial in Naples, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services Naples, FL Sep 2022 - Current < 1
Lincoln Investment Naples, FL May 2019 - Sep 2022 3
Northwestern Mutual Investment Services LLC Estero, FL Nov 2018 - May 2019 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2018 - May 2019 < 1
Unemployed Naples, FL Dec 2016 - Sep 2018 1
Copper Mountain Frisco, CO Oct 2012 - Dec 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Matthew Dogali
Phone Number: 877-886-1939
Registered State(s):
  • CT
  • FL
By the Numbers
  • Total Assets Under Management
    1,218
    MILLIONS
  • Total Number of Accounts
    6,958
    ACCOUNTS
  • Average Account Value
    $174,982
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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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