Mathew Doyle is a CFP-designated registered investment advisor, based in Tampa, FL, with 23 years of industry experience.
Location
400 N Tampa St, Suite 1800, Tampa, FL, 33602
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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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Mathew serves as a paid trustee for multiple employee trusts. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
August 2017 - Present · 8 yrs 11 mos
Captrust
July 2017 - Present · 9 yrs
Previous Registrations
Captrust Advisors, LLC
April 2007 - December 2017 · 10 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
September 2004 - June 2017 · 12 yrs 9 mos
Wells Fargo Advisors Financial Network, LLC
September 2004 - June 2017 · 12 yrs 9 mos
Reilly, Fisher & Solomon Investment Advisors, INC.
July 2002 - October 2004 · 2 yrs 3 mos
State Registrations2 states
FLNC
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.