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Matthew John Idoux

Mdrn Capital

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About Matthew John Idoux

Matthew Idoux is a financial advisor with Mdrn Capital. Matthew has been in the financial industry since 2013 and has been registered as a registered representative since 2015. Matthew is registered with the state of Missouri. Matthew specializes in financial planning, pension consulting, and investment management for individuals. Matthew has worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED before joining Mdrn Capital. Matthew holds the following certifications: Series 66, Series 10, Series 9, SIE and Series 7. Matthew is a Certified Financial Planner.

Firm Information

Matthew Idoux is currently registered with Mdrn Capital. MDRN Capital is a financial advisory firm located in Annapolis, Maryland. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm manages approximately $101.6 million in assets for 596 clients.
Mdrn Capital

1997 ANNAPOLIS EXCHANGE PARKWAY

ANNAPOLIS, MD 21401

$101.64M

Assets Under Management

Not reported

Total Clients

11

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 Idoux’s Registration & Firm History

MD

04/04/2024 - Present

Mdrn Capital (ANNAPOLIS MD)

MO

05/12/2015 - 04/08/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)

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Licenses & Designations

BOTH

Issued 06/16/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/18/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew John Idoux.
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