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Matthew Stafford Soule

Thompson Siegel & Walmsley LLC

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About Matthew Stafford Soule

Matthew Stafford Soule is a registered investment advisor representative with Thompson Siegel & Walmsley LLC. Matthew has been in the industry since September 2013, and has experience working with various clients including high-net-worth individuals, corporations, and institutional investors. Matthew has a background in finance and is a Chartered Financial Analyst. Matthew has a strong understanding of investment strategies and portfolio management. In addition to providing investment advice, Matthew also offers financial planning services.

Firm Information

Matthew Soule is currently registered with Thompson Siegel & Walmsley LLC. Thompson Siegel & Walmsley LLC is an investment advisor headquartered in RICHMOND, VA. The firm manages approximately $20.81 billion in assets for a variety of clients, including individuals, corporations, investment companies, pension plans, and charitable organizations. The firm offers portfolio management services for both discretionary and non-discretionary accounts. They also provide investment advisory services, including unified managed accounts, selection of other advisors, and portfolio management for businesses.
Thompson Siegel & Walmsley LLC

6641 WEST BROAD STREET

RICHMOND, VA 23230

$20.81B

Assets Under Management

Not reported

Total Clients

17

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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unified managed accounts

Unified managed accounts

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Soule’s Registration & Firm History

VA

09/16/2016 - Present

Thompson Siegel & Walmsley LLC (RICHMOND VA)

PA

11/18/2013 - 08/17/2016

NATIONWIDE FUND DISTRIBUTORS LLC (KING OF PRUSSIA PA)

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Licenses & Designations

BC

Issued 08/17/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Stafford Soule.
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