Matthew Purtill, financial advisor Wayne PA

Matthew Purtill

CRD Number: 5876192
Current Firm: Cms Wealth Management

Matthew Purtill (CRD# 5876192) is an Investment Advisor Representative working at Cms Wealth Management in Wayne, PA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Jan 2015 - Current 9
Capital Management Services, Inc. Wayne, PA Oct 2014 - Current 9
Nationwide Fund Distributors LLC King Of Prussia, PA Jul 2013 - Sep 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Matthew J. Purtill
Phone Number: 610-254-0001
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    862
    ACCOUNTS
  • Average Account Value
    $415,568
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DE, FL, NH, NJ, PA, TX

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