Matthew Stahl is a CFP-designated registered investment advisor, based in Rome, GA, with 22 years of industry experience.
Location
411 E 2nd St., Rome, GA, 30161
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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 a head coach for Rome Composite since 2016, dedicating a few hours per week. He is also an advisory representative of a RIA, spending about 10-20% of his time on this. Additionally, Matthew is an independent insurance agent for various independent insurance companies, dedicating minimal time to this.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wachovia Securities, LLCBroker
State Registrations7 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.