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.
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6796698
Charles Schwab & Company, Inc.
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| 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 |
- CT
- FL
-
Total Assets Under Management1,218MILLIONS
-
Total Number of Accounts6,958ACCOUNTS
-
Average Account Value$174,982
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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