Matthew Angel is a CFP-designated registered investment advisor, based in Sandy, UT, with 15 years of industry experience.
Location
9017 S Riverside Dr., Suite 210, Sandy, UT, 84070
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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 works as an insurance broker with outside carriers since 2014, dedicating about 10-20% of his time. He also operates under the DBA name of Harding Financial and Insurance for selling New York Life products and services. Matthew is also a board member for BNI, a national networking group, dedicating a few hours per week.
Employment History
Current Registrations
Diversify Advisory Services, LLC
Dfpg Investments, LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations7 states
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