David Mathews, financial advisor Pittsburgh PA
93 score

David Mathews

CRD Number: 1285088
Current Firm: Fiducia Group, LLC

David Mathews (CRD# 1285088) is an Investment Advisor Representative working at Fiducia Group, LLC in Pittsburgh, PA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Fiducia Group, LLC Pittsburgh, PA Mar 2017 - Current 1
Snow Capital Management, LP Sewickley, PA Jan 2003 - Mar 2017 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for David Mathews
Phone Number: 412-540-2302
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,022
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $24,929,745
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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