DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Vienna, VA 22182
571-409-0052
About Prudential
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
See Disclosures
General Information
Firm Start Year
automated call
Yes
CRD#
5651785
Firm CRD#
8733
States Licensed in
AL, AZ, CA, CT, DC, FL, GA, IL, LA, ME, MD, MI, MO, NV, NH, NJ, NY, NC, OH, OK, PA, SC, TX, WV, VA
Years of Experience in Financial Services
17
Number of Years with Current Firm
17
Work Experience
Matt is passionate about providing his clients with the tools and education they need to navigate life's financial challenges. Matthew has been with Prudential since 2009 and recognizes that the more knowledge his clients have, the more empowered and confident they feel about achieving their goals. Matt holds several professional designations, including Chartered Financial Consultant (ChFC®), Certified Life Underwriter (CLU®), and CERTIFIED FINANCIAL PLANNER (CFP®). Matthew is committed to providing comprehensive financial advice and education. He enjoys engaging with clients and building lifelong relationships, and provides worksite financial wellness education to employers across the US.
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management
Services
Investment Types
Bonds, Mutual Funds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities
Can meet clients in the following ways
Email, Phone, Our Offices, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CLU®, ChFC®
Securities Licenses
Series 7, Series 66, Series 63, Series 24, Series 6
Insurance and Annuity Licenses
Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life
Firm Information
Advisor's Number of Clients
300
Total Assets Under Management by Advisor
$250,000,000
Compensation and Fees
Compensation Methods
Based on Assets, Flat Fee, Commissions
Education
Bachelor - Economics
Bucknell University
08/20/2003 -05/18/2007
Disclosures
FinancialAdvisor.net provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). FinancialAdvisor.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialAdvisor.net cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf