Matthew Munsell is a CFP-designated registered investment advisor, based in Palm Beach Gardens, FL, with 16 years of industry experience.
Location
11300 Us Highway 1, Suite 400, Palm Beach Gardens, FL, 33408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the President of Blue Water Accounting & Asset Management Inc, providing corporate bookkeeping and tax preparation services. This takes nearly full-time, with the majority of the time spent on securities trading.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 states
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