Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Fielding Marsh is a financial advisor who is currently registered with Summit Trail Advisors, LLC. Matthew is also a Certified Financial Planner. Matthew has been in the financial services industry for over 20 years and has experience working with individuals, families, and businesses. Matthew is dedicated to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Outsourced chief investment officer services / family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
05/30/2024 - Present
Summit Trail Advisors, LLC (NEW YORK NY)
CO
07/19/2023 - 06/10/2024
LPL FINANCIAL LLC (CENTENNIAL CO)
CO
10/28/2019 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (CENTENNIAL CO)
NY
10/31/2016 - 11/14/2019
DYNASTY SECURITIES, LLC (NEW YORK NY)
CO
06/01/2009 - 07/14/2016
MORGAN STANLEY (DENVER CO)
CO
03/09/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
NY
12/18/2003 - 10/01/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
05/01/2003 - 12/16/2003
ASSENT LLC (BOLINGBROOK IL)
CA
05/09/2001 - 04/28/2003
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
WA
10/08/2002 - 04/25/2003
WELLS FARGO INVESTMENT SERVICES, LLC (SEATTLE WA)
NC
12/22/2000 - 04/16/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
CA
10/17/1995 - 03/05/1998
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 12/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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