Matthew Bauder is a CFA-designated registered investment advisor, based in Atlanta, GA, with 25 years of industry experience.
Location
5600 Glenridge Drive Ne, Suite 230 - East, Atlanta, GA, 30342
Get directionsHistory
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
Kingswood Capital Partners, LLCBroker
June 2018 - Present · 7 yrs 11 mos
Atlanta Consulting Group Advisors, LLC
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Niagara International Capital LimitedBroker
January 2018 - June 2018 · 5 mos
Raymond James & Associates, INC.
September 2013 - December 2017 · 4 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - December 2017 · 4 yrs 10 mos
Morgan Keegan & Company, INC.Broker
February 2010 - February 2013 · 3 yrs
Sanford C. Bernstein & CO., LLCBroker
December 2000 - November 2008 · 7 yrs 11 mos
Sanford C. Bernstein & CO., INC.Broker
August 1999 - December 2000 · 1 yr 4 mos
State Registrations3 states
GALASC
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.