Matthew Witter, financial advisor Doylestown PA
96 score

Matthew Witter

CRD Number: 6018893
Current Firm: Sfg Investment Advisors, Inc.

Matthew Witter (CRD# 6018893) is an Investment Advisor Representative working at Sfg Investment Advisors, Inc. in Doylestown, PA and has over 6 years of experience in the finance industry. Matthew Witter 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
Sfg Investment Advisors, Inc. Doylestown, PA Jan 2018 - Current < 1
Sharp Financial Services, LLC Horsham, PA Nov 2017 - Jan 2018 < 1
H.d. Vest Advisory Services Horsham, PA Mar 2016 - Nov 2017 1
The Sharp Financial Group Horsham, PA Mar 2016 - Nov 2017 1
Canon Capital Investment Advisory Souderton, PA Feb 2011 - Mar 2016 5
Univest Corporation Souderton, PA May 2009 - Feb 2011 1
Jon Landis Electrical Contractor Telford, PA Sep 2005 - May 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Matthew P. Witter
Phone Number: 215-345-5601
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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

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