MM
CFP · ChFC
MM
CFP · ChFC

Matthew Mattice

15 Years of Experience
Boulder, CO
Broker

Matthew Mattice is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Boulder, CO, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1881 9th Street, Suite 250, Boulder, CO, 80302

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 5 mos
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 5 mos
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 5 mos
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2019 - March 2022 · 3 yrs 1 mo
Advice and Planning Services
February 2019 - March 2022 · 3 yrs 1 mo
MML Investors Services, LLC
August 2017 - December 2017 · 4 mos
MML Investors Services, LLCBroker
June 2015 - December 2017 · 2 yrs 6 mos
MML Investors Services, LLCBroker
May 2007 - August 2013 · 6 yrs 3 mos
State Registrations29 states
AKARAZCACODCDEFLGAIDILKSMAMDMEMTNCNHNMNVNYORPASCTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Mattice - Financial Advisor | TrueAdvisor