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Matthew David Daugherty

Colorado Financial Service Corp.

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About Matthew David Daugherty

Matthew Daugherty is a financial advisor registered with Colorado Financial Service Corp. He has been in the financial industry since January 2011, serving clients in Colorado, New York, Florida and North Carolina. Matthew's experience includes providing financial planning and portfolio management for individuals and selection of other advisors. He holds Series 63, 65, 7 and SIE licenses.

Firm Information

Matthew Daugherty is currently registered with Colorado Financial Service Corp.. Colorado Financial Service Corp. is a Corporation that was formed on June 13, 2000 and is approved to operate in 53 states and the District of Columbia. The firm has 41 registered representatives, 22 investment adviser representatives, and 20 licensed agents. The firm manages approximately $44,055,697 in discretionary assets for 157 clients. Colorado Financial Service Corp. provides financial planning, portfolio management for individuals, and selection of other advisers.

$44.06M

Assets Under Management

Not reported

Total Clients

32

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

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

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percentage of assets

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

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Matthew Daugherty’s Registration & Firm History

CO

05/24/2016 - Present

Colorado Financial Service Corp. (CENTENNIAL CO)

NY

06/05/2013 - 06/09/2014

DINOSAUR SECURITIES, L.L.C. (NEW YORK NY)

FL

10/10/2011 - 08/31/2012

ASCENDIANT SECURITIES, LLC (JUPITER FL)

CO

01/19/2010 - 06/07/2010

FIRST SOUTHWEST COMPANY (GREENWOOD VILLAGE CO)

CO

09/04/2008 - 01/04/2010

CONTINENTAL INVESTORS SERVICES, INC. (GREENWOOD VILLAGE CO)

NC

07/14/2008 - 08/15/2008

WESTERN EQUITY GROUP, INC. (RALEIGH NC)

CO

12/10/2007 - 12/14/2007

SECURIAN FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 09/02/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew David Daugherty.
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