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Matthew Stephen Simmons

Salem Investment Counselors Inc.

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About Matthew Stephen Simmons

Matthew Simmons is a financial advisor with over 20 years of experience in the industry. He is currently registered with Salem Investment Counselors Inc. in Winston Salem, North Carolina. Previously, Matthew worked at CITIGROUP GLOBAL MARKETS INC. in Winston-Salem, North Carolina and LEGG MASON WOOD WALKER, INCORPORATED in Baltimore, Maryland. Matthew has a Series 7, Series 65, and Series 66 license. He is also a Chartered Financial Analyst (CFA). Matthew provides portfolio management services for individuals and businesses. He also offers financial planning services.

Firm Information

Matthew Simmons is currently registered with Salem Investment Counselors Inc.. Salem Investment Counselors Inc. is an investment advisor based in Winston Salem, NC. The firm manages approximately $3.6 billion in assets for individuals, corporations, foundations, and pension plans. They provide financial planning and portfolio management services. Their website address is HTTPS://WWW.SALEMINVESTMENT.COM.
Salem Investment Counselors Inc.

480 SHEPHERD STREET

WINSTON SALEM, NC 27103

$3.61B

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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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.

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 Simmons’s Registration & Firm History

NC

11/18/2022 - Present

Salem Investment Counselors Inc. (WINSTON SALEM NC)

NC

02/21/2006 - 08/14/2008

CITIGROUP GLOBAL MARKETS INC. (WINSTON-SALEM NC)

MD

10/06/2004 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 10/27/2004

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Stephen Simmons.
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