Matthew Rowe
Matthew Rowe is a registered investment advisor at Raymond James & Associates, INC., based in Santa Barbara, CA, with 24 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1216 State Street, Suite 500, Santa Barbara, CA, 93101
Get directionsHistory
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 Activities
Matthew is a board member and finance/investment committee member for Sansum Diabetes Research Institute and Santa Barbara Foundation, both non-profit organizations. He dedicates a few hours per week to each organization, providing strategic advice, participating in fundraising, and overseeing investment activities.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
The Kentor Company
M Holdings Securities, INC.Broker
J.p.morgan Securities INC.
J.P. Morgan Securities INC.Broker
Oppenheimer & CO. INC.Broker
Cibc World Markets CORP.Broker
State Registrations32 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.