MC
MC

Matthew Crowley

27 Years of Experience
Rancho Cordova, CA
Broker

Matthew Crowley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rancho Cordova, CA, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

2901 Sunrise Blvd, Rancho Cordova, CA, 95742

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2022 - Present · 4 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2009 - May 2022 · 13 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - May 2022 · 13 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1998 - February 2009 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1998 - February 2009 · 10 yrs 3 mos
State Registrations25 states
ALARAZCACOFLGAHIILINKYLAMAMIMONENJNMNVOHORPATNTXVA
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.