MA
MA
Matthew Anderson
27 Years of Experience
Reston, VA
1 DisclosureBroker
Matthew Anderson is a registered investment advisor at Raymond James & Associates, INC., based in Reston, VA, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1950 Opportunity Way, Ste 950, Reston, VA, 20190
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2008Settled
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2022 - Present · 3 yrs 8 mos
Raymond James & Associates, INC.
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
January 2008 - September 2022 · 14 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
January 2008 - September 2022 · 14 yrs 8 mos
Citigroup Global Markets INC.Broker
February 2006 - January 2008 · 1 yr 11 mos
Citigroup Global Markets INC.
February 2006 - January 2008 · 1 yr 11 mos
Legg Mason Wood Walker INC
November 2000 - February 2006 · 5 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
December 1998 - February 2006 · 7 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.