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Matthew Thomas Resch

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
978 clients
Average Client Portfolio
$326K average
Assets Under Management
$319.2M

Fee Structure

Minimum Investment:$25K
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Location

37 West Ave, Suite 301, Wayne, PA, 19087

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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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Other Business Activities

Matthew is a member of Ambassador Partners, LLC, a holding company, dedicating a few hours per week to strategic planning. He also uses R2 Partners LLC to hold investments into private companies or operate as the GP in a fund launch.

Employment History
Current Registrations
Alden Capital
June 2024 - Present · 1 yr 8 mos
Alden Investment Group
June 2024 - Present · 1 yr 8 mos
J. Alden Associates, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
PNC Capital Markets LLCBroker
April 2019 - July 2023 · 4 yrs 3 mos
PNC Fig Advisory, INC.Broker
June 2007 - December 2019 · 12 yrs 6 mos
Sws Financial ServicesBroker
September 2006 - June 2007 · 9 mos
Bnk Advisory Group, INC.Broker
May 1999 - January 2005 · 5 yrs 8 mos
State Registrations10 states
DEINMAMDNJNYPASDWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.