Matthew Carpenter, financial advisor Salem MA

Matthew Carpenter

CRD Number: 5849681
Current Firm: Cfs Financial, LLC

Matthew Carpenter (CRD# 5849681) is an Investment Advisor Representative working at Cfs Financial, LLC in Salem, MA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Cfs Financial, LLC Salem, MA Mar 2021 - Current 3
Truth Capital, LLC Beverly, MA Jan 2015 - Current 9
College Funding Services Salem, MA Mar 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2011
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Matthew S. Carpenter
Phone Number: (978) 609-0069
Registered State(s):
  • MA
  • NJ
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $226,012
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA, NJ

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