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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Mathias is a financial advisor with MAI Capital Management, LLC in Naples, Florida. He has been in the financial services industry since 1994, and has experience providing a variety of financial services, including financial planning, portfolio management, and retirement planning. Matthew has a strong understanding of investment strategies and a commitment to providing personalized advice to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
FL
06/15/2021 - Present
MAI Capital Management, LLC (Naples FL)
OH
09/04/2007 - 07/30/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
CT
06/06/2005 - 08/13/2007
UST SECURITIES CORP. (STAMFORD CT)
MO
10/01/2000 - 05/09/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
08/17/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 06/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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