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Matthew John Elmore

Sargent Investment Group

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About Matthew John Elmore

Matthew John Elmore is an investment advisor representative with Sargent Investment Group. Matthew has been in the industry since 2006. Matthew works with individuals, high net worth individuals, and corporations or other businesses. Matthew also provides financial planning, pension consulting, and selection of other advisors. Previously, Matthew was employed by Ameriprise Financial Services, LLC, Morgan Stanley and Sanders Morris Harris Inc..

Firm Information

Matthew Elmore is currently registered with Sargent Investment Group. Sargent Investment Group is a registered investment advisor located in Bethesda, MD. The firm provides financial planning, portfolio management for individuals, pension consulting, and selection of other advisors to high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. The firm manages over $1.1 billion in assets and has over 10 investment advisor representatives.
Sargent Investment Group

4920 ELM STREET

BETHESDA, MD 20814

$1.15B

Assets Under Management

Not reported

Total Clients

9

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 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 Elmore’s Registration & Firm History

MD

07/29/2024 - Present

Sargent Investment Group (BETHESDA MD)

VA

03/17/2015 - 09/14/2022

AMERIPRISE FINANCIAL SERVICES, LLC (FAIRFAX VA)

VA

07/14/2014 - 03/25/2015

MORGAN STANLEY (MCLEAN VA)

VA

02/01/2010 - 07/09/2014

SANDERS MORRIS HARRIS INC. (FAIRFAX VA)

VA

08/23/2006 - 06/02/2009

AMERIPRISE FINANCIAL SERVICES, INC. (MANASSAS VA)

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Licenses & Designations

BOTH

Issued 08/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew John Elmore.
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