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Matthew David Albers

DRS Wealth Management

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About Matthew David Albers

Matthew Albers is a financial advisor with DRS Wealth Management, working primarily in the Easton, MD area. Matthew has been in the industry since 2001 and previously worked with Paulson Investment Company LLC, Newport Coast Securities, Inc., Meyers Associates, L.P., Anderson & Strudwick, Incorporated, Jesup & Lamont Securities Corp, Empire Financial Group, Inc., Berthel, Fisher & Company Financial Services, Inc., Continental Capital Investment Services, Inc., Triad Advisors, Inc., and Investacorp, Inc.. Matthew is licensed to provide financial advice in Maryland, Delaware, North Carolina, Texas, and Virginia.

Firm Information

Matthew Albers is currently registered with DRS Wealth Management. DRS Wealth Management is a registered investment advisor located in Pennsylvania. The firm manages approximately $68.7 million in regulatory assets for 520 clients. DRS Wealth Management provides a range of advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

$68.68M

Assets Under Management

Not reported

Total Clients

2

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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percentage of assets

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

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Matthew Albers’s Registration & Firm History

MD

01/03/2020 - Present

DRS Wealth Management (EASTON MD)

VA

12/08/2015 - 10/17/2019

PAULSON INVESTMENT COMPANY LLC (Vienna VA)

MD

06/26/2012 - 01/06/2016

NEWPORT COAST SECURITIES, INC. (EASTON MD)

MD

10/07/2011 - 02/19/2013

MEYERS ASSOCIATES, L.P. (ST. MICHAELS MD)

VA

07/01/2010 - 10/07/2011

ANDERSON & STRUDWICK, INCORPORATED (LEESBURG VA)

VA

05/27/2009 - 07/07/2010

JESUP & LAMONT SECURITIES CORP (LEESBURG VA)

MD

08/18/2004 - 12/12/2008

EMPIRE FINANCIAL GROUP, INC. (EASTON MD)

IA

03/31/2003 - 12/31/2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)

OH

06/29/2001 - 03/31/2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)

GA

08/23/1999 - 05/21/2001

TRIAD ADVISORS, INC. (ATLANTA GA)

FL

12/07/1998 - 12/14/2000

INVESTACORP, INC. (MIAMI FL)

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Licenses & Designations

IA

Issued 09/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Matthew David Albers. Review regulatory record here.
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