MC
MC

Matthew Robert Clapp

20 Years of Experience
1 DisclosureBroker
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,045 clients
Average Client Portfolio
$274K average
Assets Under Management
$285.9M

Fee Structure

Minimum Investment:None
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Location

Grafton, ND

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History

Regulatory History (1)
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Criminal
August 2024
Final Disposition
Employment History
Current Registrations
San Blas Securities LLC
August 2024 - Present · 1 yr 6 mos
San Blas Securities LLCBroker
August 2024 - Present · 1 yr 6 mos
Sb Advisory, LLC
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Edward Jones
October 2009 - July 2024 · 14 yrs 9 mos
Edward JonesBroker
June 2005 - July 2024 · 19 yrs 1 mo
State Registrations2 states
NDTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Matthew Robert Clapp - Financial Advisor | TrueAdvisor