Matthew Santangelo is a registered investment advisor at D.A. Davidson & CO., based in Spokane, WA, with 3 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
601 W. Main Ave, Suite 1300, Spokane, WA, 99201
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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.
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Matthew is an independent contractor with IMG, Inc providing radio commentary for Gonzaga University basketball, dedicating a few hours per week. He is also a passive owner (10%) in COR Institute, LLC, a commercial real estate group, with no time devoted during securities trading hours.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Cjb Financial Group LLC
Summit Capital Management LLC
State Registrations34 states
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