CM
CM

Christopher Matthews

20 Years of Experience
Carmel, IN
Broker

Christopher Matthews is a registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 20 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

12711 N. Meridian Street, Carmel, IN, 46032

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 →
Other Business Activities

Christopher acts as the CEO of a household employer entity established to manage payroll and tax reporting for their nanny through Sure Payroll. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Capital Client Group, INC.
June 2013 - Present · 12 yrs 11 mos
Capital Client Group, INC.
August 2005 - Present · 20 yrs 9 mos
Capital Client Group, INC.Broker
August 2005 - Present · 20 yrs 9 mos
State Registrations30 states
CTDCDEIAILINKYMAMDMEMIMNMONCNDNENHNJNYOHPARISDTNTXVAVTVirgin IslandsWIWV
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.