Matthew Fatz, financial advisor North Wales PA
93 score

Matthew Fatz

CRD Number: 4516534
Current Firm: United Capital Financial Advisers

Matthew Fatz (CRD# 4516534) is an Investment Advisor Representative working at United Capital Financial Advisers in North Wales, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Jun 2014 - Current 2
Sei Investments Distribution Co Oaks, PA Jul 2010 - Jun 2014 3
Sei Investments Management Corp Oaks, PA Jul 2010 - Jun 2014 3
Sanford C. Bernstein & Company, LLC Philadelphia, PA May 2008 - Jul 2010 2
Aflac Southampton, PA Oct 2007 - Jun 2008 < 1
Option One Mortgage Corp Bensalem, PA Jan 2004 - Oct 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Jan 2011
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Matthew A. Fatz
Phone Number: 949-999-8500
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    15,406
    MILLIONS
  • Total Number of Accounts
    48,598
    ACCOUNTS
  • Average Account Value
    $317,017
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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