Years of Experience
5-20+ Years
Bel Air, MD
9 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Alexander Citrano is an active broker-dealer and investment advisor representative. Citrano has been in the industry since January 20, 2016. Citrano is currently registered with RBC Capital Markets, LLC. Citrano is registered in 38 states. Citrano has passed the Series 66, Series 7 and SIE exams.
SPECIALIZATIONS
OWINGS MILLS, MD
24 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Scarlata is a financial advisor who has been in the industry since December 13, 2001. Matthew is currently a registered representative with T. Rowe Price Associates, Inc., and holds a Series 63, Series 66, Series 7 and Series 24 licenses. Matthew has a broad range of experience having previously worked with Resource Securities LLC, Equinox Group Distributors, LLC, AXA Distributors, LLC, AllianceBernstein Investment Research and Management, Inc., and Salomon Smith Barney Inc. Matthew is registered in 53 states and 2 additional jurisdictions and offers investment advisory services to corporations, pooled investment vehicles, insurance companies, investment companies, charitable organizations, state and municipal government entities, high-net-worth individuals and other investment advisors.
SPECIALIZATIONS
ANNAPOLIS, MD
6 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Wallace is a registered representative with RBC Capital Markets, LLC. Matthew has been in the industry since March 2019. Matthew previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matthew has passed the Series 7TO, SIE and Series 66 exams. Matthew is registered to provide securities and investment advisory services in a variety of states including California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Kansas, Kentucky, Maryland, Minnesota, Nebraska, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Matthew specializes in public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.
SPECIALIZATIONS
ANNAPOLIS, MD
18 Years Experience
0 Disclosures
ADVISOR BIO
Matthew McGehrin is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Matthew has been in the financial services industry since August 26, 2007. Matthew has a wide range of experience in the financial services industry, and is licensed to provide investment advice in a number of states, including Alabama, Arizona, California, and more. Matthew is also a Registered Investment Advisor in Texas. Matthew has experience providing financial planning, portfolio management for individuals, and portfolio management for businesses. Matthew has also experience providing educational seminars, selection of other advisors, and performance measurement reports.
SPECIALIZATIONS
BALTIMORE, MD
0 Disclosures
ADVISOR BIO
Matthew McCoy is a financial advisor with Southbound Wealth LLC. Matthew McCoy is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Matthew McCoy's experience includes previous roles at LPL FINANCIAL LLC and Vanguard Marketing Corporation. Matthew McCoy's services include financial planning and portfolio management for individuals.
SPECIALIZATIONS
HUNT VALLEY, MD
0 Disclosures
ADVISOR BIO
Matthew Andrulot is a financial advisor with over 20 years of experience in the financial services industry. Matthew has held positions at Fidelity Brokerage Services LLC, Fortigent Securities Company, LLC, and Hightower Securities, LLC. Matthew is a Certified Financial Planner® professional and holds Series 7, 9, 10, 63, and 65 licenses. Matthew is currently registered with Verdence Capital Advisors, LLC, a Registered Investment Advisor firm based in Hunt Valley, Maryland.
SPECIALIZATIONS
BALTIMORE, MD
0 Disclosures
ADVISOR BIO
Matthew Forbes Dent is a financial advisor with D.f. Dent and Company, Inc. in Baltimore, MD. Matthew Forbes Dent has been in the financial services industry since June 2001 and has been registered with FINRA since April 14, 2022. Matthew Forbes Dent is a Chartered Financial Analyst and holds a series 65 registration. Matthew Forbes Dent has experience working with high net worth individuals, investment companies, corporations, and other businesses.
SPECIALIZATIONS
Ellicott City, MD
37 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Beverungen is an investment advisor representative with Osaic Wealth, Inc. Matthew has been in the financial services industry since 1988. Matthew has a series 65, 7 and 63 license.
SPECIALIZATIONS
North Bethesda, MD
4 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Koppelman is a financial advisor currently registered with LPL Enterprise, LLC. Matthew has been active in the financial industry since 2021, and holds both Series 66 and Series 7TO securities licenses. He has previously been registered with PRUCO SECURITIES, LLC.. Matthew focuses on providing financial planning and investment advisory services to individuals and businesses.
SPECIALIZATIONS
Frederick, MD
27 Years Experience
0 Disclosures
ADVISOR BIO
Matthew McGreevy is a financial advisor registered with Morgan Stanley since 2009. Prior to that, Matthew worked for Citigroup Global Markets Inc. and Legg Mason Wood Walker, Incorporated. Matthew has a broad range of experience in the financial services industry, specializing in a variety of services for individuals, businesses, and institutions. He is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
