Matthew Croley is a registered investment advisor, based in Berwyn, PA, with 22 years of industry experience.
Location
1055 Westlakes Drive, Suite 150, Berwyn, PA, 19312
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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 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
Sterling Investment Advisors LTD.
Previous Registrations
Cambridge Investment Research, INC.Broker
Curtis Securities, LLCBroker
Preswick Capital Management, LLC
Curtis Securities, LLCBroker
State Registrations2 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.