Matthew Coffey
Matthew Coffey is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sarasota, FL, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1343 Main Street, #405, Sarasota, FL, 34236
Get directionsHistory
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 Activities
Matthew is an associate/employee and head of sales for All Seasons Wealth and Hausinger Financial LLC/ All Season Wealth Strategies, dedicating about half of his time to each. He also owns 10-15% of MedicareSIP, investing money and helping with overall strategy, but spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.