Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew John Carroll

Bahl & Gaynor 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 John Carroll

Matthew John Carroll is a financial advisor associated with Bahl & Gaynor Inc. in Cincinnati, Ohio. Matthew has been in the industry since August 2020. Matthew specializes in financial planning, portfolio management for individuals, businesses, and investment companies, and educational seminars. Matthew also holds the designation of Certified Financial Planner.

Firm Information

Matthew Carroll is currently registered with Bahl & Gaynor Inc.. Bahl & Gaynor Inc. is a Cincinnati, OH-based investment advisor with over $20 billion in regulatory assets under management. The firm provides a range of services, including financial planning, portfolio management for individuals and businesses, educational seminars, and publication of periodicals. Bahl & Gaynor caters to a diverse client base including high-net-worth individuals, charitable organizations, corporations, investment companies, and insurance companies. The firm also participates in wrap fee programs.
Bahl & Gaynor Inc.

255 EAST FIFTH STREET

CINCINNATI, OH 45202

$20.23B

Assets Under Management

Not reported

Total Clients

18

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

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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

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 Carroll’s Registration & Firm History

OH

07/16/2024 - Present

Bahl & Gaynor Inc. (CINCINNATI OH)

Not sure if Matthew John Carroll is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew John Carroll.
Not sure if Matthew John Carroll is right for you?