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Matthew Rush

27 Years of Experience
Carmel, IN
Broker

Matthew Rush is a registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 27 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

12711 N. Meridian Street, Carmel, IN, 46032

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History

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.

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Employment History
Current Registrations
Capital Client Group, INC.
September 2013 - Present · 12 yrs 8 mos
Capital Client Group, INC.
January 2007 - Present · 19 yrs 4 mos
Capital Client Group, INC.Broker
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Cco Investment Services CORP.Broker
December 2005 - April 2006 · 4 mos
Charter One Securities, INC.Broker
February 2005 - December 2005 · 10 mos
Citigroup Global Markets INC.
May 2001 - September 2004 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
March 2001 - September 2004 · 3 yrs 6 mos
H&r Block Financial Advisors, INC.Broker
August 1997 - March 2001 · 3 yrs 7 mos
State Registrations29 states
CTDCDEIAILINKYMAMDMEMIMNMONCNDNENHNJNYOHPARISDTNVAVTVirgin IslandsWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Rush - Financial Advisor | TrueAdvisor