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Matthew Philip Snipes

Topsail Wealth Management LLC

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About Matthew Philip Snipes

Matthew Philip Snipes is a financial advisor with Topsail Wealth Management LLC. Matthew has been in the financial services industry since 2006. Matthew has a Series 6, 7, and 63, and is also a Certified Financial Planner™. Matthew specializes in financial planning, investment management, and assisting individuals with retirement planning. Matthew has experience working with high-net-worth individuals, charitable organizations, and corporations or other businesses.

Firm Information

Matthew Snipes is currently registered with Topsail Wealth Management LLC. Topsail Wealth Management LLC is a Charlotte, NC-based registered investment advisor with approximately $875,692,224 in regulatory assets under management. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. The firm participates in a wrap fee program.
Topsail Wealth Management LLC

10800 SIKES PLACE

CHARLOTTE, NC 28277

$875.69M

Assets Under Management

Not reported

Total Clients

3

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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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 Snipes’s Registration & Firm History

NC

07/01/2024 - Present

Topsail Wealth Management LLC (CHARLOTTE NC)

NC

02/17/2006 - 06/07/2022

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 11/07/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/16/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Matthew Philip Snipes. Review regulatory record here.
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