linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Craig Lodise

Vanguard Advisers, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Craig Lodise

Matthew Lodise is a registered investment advisor representative with Vanguard Advisers, Inc. Matthew has been in the financial services industry since April 2004. Matthew is registered in New Jersey, Pennsylvania and Texas. Matthew has earned both the Series 63 and Series 66 securities licenses. Matthew is also a Series 7, Series 6, Series 24 and Series 26 license holder. Matthew has experience in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Matthew Lodise is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Lodise’s Registration & Firm History

PA

01/03/2020 - Present

Vanguard Advisers, Inc. (MALVERN PA)

VT

02/04/2004 - 08/29/2005

EQUITY SERVICES, INC. (MONTPELIER VT)

Not sure if Matthew Craig Lodise is right for you?

Licenses & Designations

BOTH

Issued 11/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/2018

Series 24 - General Securities Principal Examination

BC

Issued 03/10/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2017

Series 7 - General Securities Representative Examination

BC

Issued 02/03/2004

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 Craig Lodise.
Not sure if Matthew Craig Lodise is right for you?