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Matthew David Medeiros

Clelland & Co. Inc.

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About Matthew David Medeiros

Matthew David Medeiros is a registered Investment Advisor Representative with Clelland & Co. Inc. Matthew is located in SAN DIEGO, California and has been in the industry since at least November 1997. Clelland & Co. Inc. offers a variety of services to its clients, including financial planning, pension consulting, selection of other advisers, portfolio management for businesses and portfolio management for individuals. The firm's assets under management are over 399,786,719 dollars.

Firm Information

Matthew Medeiros is currently registered with Clelland & Co. Inc.. Clelland & Co. Inc. is a Registered Investment Adviser located in SAN DIEGO, CA, United States. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They have approximately $399,786,719 in assets under management, with $316,251,547 of that being discretionary. The firm also provides selection of other advisors services.
Clelland & Co. Inc.

5151 SHOREHAM PLACE, SUITE 130

SAN DIEGO, CA 92122

$399.79M

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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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 Medeiros’s Registration & Firm History

CA

03/25/2011 - Present

Clelland & Co. Inc. (SAN DIEGO CA)

NY

11/21/1997 - 09/24/1998

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/24/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/20/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew David Medeiros.
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