Matthew Dupon is a CFP-designated registered investment advisor, based in Pasadena, CA, with 28 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
301 E Colorado Boulevard, Suite 500, Pasadena, CA, 91101
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Matthew sells fixed insurance, dedicating minimal time to it. He is also a co-owner of Dupon Financial Group, Inc. (full-time) and MontyDup Partners (minimal time), and the owner of The Bridgeway Group (about 10% of his time).
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Purshe Kaplan Sterling Investments
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Hinds Financial Group INC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations25 states
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
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