MK
MK

Matthew Krycinski

21 Years of Experience
Bedford, VA
Broker

Matthew Krycinski is a registered investment advisor at D.A. Davidson & CO., based in Bedford, VA, with 21 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

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.

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Location

One Cedar Hill Ct, Bedford, VA, 24523

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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 Activities

Matthew is a partner in Horse & Reins Properties, a real estate business focused on rental property acquisition and management, dedicating minimal time. He is also a minority manager and partial owner of M&K Investment, LLC, spending a few hours per week on this investment-related activity.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
September 2021 - Present · 4 yrs 8 mos
D.A. Davidson & CO.
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - September 2021 · 7 mos
Truist Investment Services, INC.Broker
February 2021 - September 2021 · 7 mos
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLCBroker
June 2010 - January 2013 · 2 yrs 7 mos
Scott & Stringfellow, LLC
June 2010 - January 2013 · 2 yrs 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - July 2010 · 1 yr 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2010 · 1 yr 1 mo
Citigroup Global Markets INC.
July 2007 - June 2009 · 1 yr 11 mos
Citigroup Global Markets INC.Broker
July 2007 - June 2009 · 1 yr 11 mos
Signator Investors, INC.
September 2004 - July 2007 · 2 yrs 10 mos
Signator Investors, INC.Broker
April 2004 - July 2007 · 3 yrs 3 mos
State Registrations30 states
ALAZCACOCTDCFLGAILKSMDMIMNMONCNHNJNMNYOHORPASCTNTXUTVAWAWIWV
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.