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Matthew Keith Underwood

Global Strategic Investment Solutions

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About Matthew Keith Underwood

Matthew Underwood is a financial advisor with over 9 years of experience in the industry. Matthew has a Series 6, Series 7, Series 63 and Series 65 licenses as well as the SIE exam. Matthew also holds a Chartered Financial Analyst designation. Matthew is currently registered with Global Strategic Investment Solutions, LLC and previously worked with VANGUARD MARKETING CORPORATION. Matthew specializes in working with high net worth individuals, charitable organizations, and individuals other than high net worth.

Firm Information

Matthew Underwood is currently registered with Global Strategic Investment Solutions. Global Strategic Investment Solutions is a Scottsdale, Arizona-based investment advisor with approximately $1 billion to $10 billion in assets under management. They provide investment advisory services to high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Their services include selection of other advisors and portfolio management for individuals. The firm is registered with the SEC and has a total of 4 investment advisor representatives.
Global Strategic Investment Solutions

7337 EAST DOUBLETREE RANCH ROAD, SUITE C-165

SCOTTSDALE, AZ 85258

$1.36B

Assets Under Management

Not reported

Total Clients

4

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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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Underwood’s Registration & Firm History

AZ

05/21/2019 - Present

Global Strategic Investment Solutions (SCOTTSDALE AZ)

AZ

04/22/2011 - 10/24/2016

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 01/25/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/03/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/21/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Keith Underwood.
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