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Matthew Carlton Schref

FS Investment Solutions, LLC

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About Matthew Carlton Schref

Matthew Carlton Schref is a financial advisor in Philadelphia, Pennsylvania. Matthew has been in the financial services industry since 2009. Matthew currently works for FS Investment Solutions, LLC, a financial firm headquartered in Philadelphia, Pennsylvania. Prior to joining FS Investment Solutions, LLC, Matthew was employed by several other firms including Britehorn Securities in Denver, Colorado, Profunds Distributors, Inc. in Bethesda, Maryland, Guggenheim Funds Distributors, LLC in Lisle, Illinois and Harbor Funds Distributors, Inc. in Chicago, Illinois.

Firm Information

Matthew Schref is currently registered with FS Investment Solutions, LLC. FS Investment Solutions, LLC is a Limited Liability Company formed on July 17, 2007. It is registered to provide advisory services in all 50 states, the District of Columbia, and Puerto Rico. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

111

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Matthew Schref’s Registration & Firm History

PA

03/03/2023 - Present

FS Investment Solutions, LLC (PHILADELPHIA PA)

CO

07/20/2020 - 09/30/2021

BRITEHORN SECURITIES (DENVER CO)

MD

04/16/2014 - 07/14/2020

PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)

IL

03/03/2014 - 04/08/2014

GUGGENHEIM FUNDS DISTRIBUTORS, LLC (LISLE IL)

IL

04/08/2010 - 03/03/2014

GUGGENHEIM DISTRIBUTORS, LLC (LISLE IL)

IL

03/25/2008 - 03/24/2010

HARBOR FUNDS DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 06/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/24/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Carlton Schref.
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