Matthew Dodge, financial advisor West Chester PA
68 score

Matthew Dodge

CRD Number: 6374048
Current Firm: Market Street Wealth Management

Matthew Dodge (CRD# 6374048) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Market Street Wealth Management West Chester, PA Feb 2015 - Current 1
Usa Financial Securities Ada, MI Oct 2013 - Current 3
The Estate Planning Center Morehead City, NC Oct 2013 - Feb 2015 1
National Agents Alliance Morehead City, NC Apr 2013 - Oct 2013 < 1
Hwy Surfers Morehead City, NC Jan 2013 - Apr 2013 < 1
Professional Fitness Morehead City, NC Oct 2012 - Jan 2013 < 1
Unemployed Morehead City, NC Sep 2011 - Oct 2012 1
New York Giants East Rutherford, NJ Apr 2010 - Sep 2011 1
Applalachian State University Boone, NC Aug 2005 - Apr 2010 4
Joyce & Assoc. Newport, NC May 2009 - Aug 2009 < 1
Joyce & Assoc. Newport, NC May 2008 - Jun 2008 < 1
Joyce & Assoc. Newport, NC Dec 2006 - Jan 2007 < 1
Joyce & Assoc. Newport, NC May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Matthew D. Dodge
Phone Number: (610) 692-3200
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    960
    ACCOUNTS
  • Average Account Value
    $108,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, NC, NJ, PA, TX, VA

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BADGES
68

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