Matthew CowellCRD Number: 6684968
Current Firm: Macquarie Investment Management Business Trust
Matthew Cowell (CRD# 6684968) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 6 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Macquarie Investment Management Business Trust||Philadelphia, PA||Apr 2020 - Current||3|
|Delaware Investments||Philadelphia, PA||Feb 2017 - Current||6|
|On Deck Training Center||Newtown Square, PA||May 2014 - Current||9|
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2016 - Jan 2017||< 1|
|Mcadam LLC||Philadelphia, PA||Jul 2016 - Jan 2017||< 1|
|Dickinson College||Carlisle, PA||Aug 2012 - May 2016||3|
|Upper Mainline Ymca||Berwyn, PA||Jun 2015 - Aug 2015||< 1|
|Ball Players LLC||Devon, PA||Dec 2013 - May 2014||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2016|
|S63||Uniform Securities State Law Examination||Oct 2016|
Total Assets Under Management236,027MILLIONS
Total Number of Accounts454ACCOUNTS
Average Account Value$519,883,247
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV
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