MC
MC

Matthew Paul Croley

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningInvestment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
421 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$961.4M

Fee Structure

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Location

1055 Westlakes Drive, Suite 150, Berwyn, PA, 19312

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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 ActivitiesSells Insurance

Matthew is an independent insurance agent for various companies and a notary public, primarily for clients of Sterling Investment Advisors. He dedicates minimal time to notary services and is involved in operational activities for Sterling Investment Advisors.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2011 - Present · 14 yrs 10 mos
Sterling Investment Advisors LTD.
February 2008 - Present · 18 yrs
Previous Registrations
Cambridge Investment Research, INC.Broker
February 2008 - April 2011 · 3 yrs 2 mos
Curtis Securities, LLCBroker
March 2003 - February 2007 · 3 yrs 11 mos
Preswick Capital Management, LLC
May 2002 - February 2007 · 4 yrs 9 mos
Curtis Securities, LLCBroker
April 2002 - April 2002 · 0 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.