Craig Matson is a registered investment advisor at Blue Dock Capital LLC, based in Fair Oaks Ranch, TX, with 13 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
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Location
Fair Oaks Ranch, TX
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Blue Dock Capital LLC
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
Blue Dock Capital LLC
January 2013 - December 2023 · 10 yrs 11 mos
State Registrations1 state
TX
Advisor
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Exams
No exam information available for this advisor.