Matthew DodgeCRD 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.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Market Street Wealth Management||West Chester, PA||Feb 2015 - Current||2|
|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|
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
Total Assets Under Management104MILLIONS
Total Number of Accounts960ACCOUNTS
Average Account Value$108,620
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
DE, NC, NJ, PA, TX, VA
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