Matthew Albritton, financial advisor Chantilly VA
96 score

Matthew Albritton

CRD Number: 5932331
Current Firm: Pegasus Financial Group LLC

Matthew Albritton (CRD# 5932331) is an Investment Advisor Representative working at Pegasus Financial Group LLC in Chantilly, VA and has over 6 years of experience in the finance industry. Matthew Albritton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pegasus Financial Group Chantilly, VA Sep 2016 - Current 1
Unitedplanners Financial Services Of America Scottsdale, AZ Aug 2016 - Current 1
Clarion Wealth Management Partners Fairfax, VA Mar 2013 - Aug 2016 3
Millennium Capital Mgmt Corp D/b/a Alliant Wealth Advisors Prince William, VA Sep 2012 - Feb 2013 < 1
Ing Financial Partners, Inc. Tysons Corner, VA Jun 2011 - Aug 2012 1
George Mason University Fairfax, VA Jan 2008 - Jun 2011 3
Uso Ft. Belvoir, VA Oct 2010 - Jan 2011 < 1
National Park Service Triangle, VA May 2009 - Aug 2010 1
Va House Of Delegates Springfield, VA Aug 2008 - Nov 2008 < 1
100 King Restaurant Alexandria, VA Jul 2006 - Jun 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Matthew R. Albritton
Phone Number: 703-956-6662
Firm Website: http://www.pegasusfg.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $289,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States

VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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