Matthew Duliba is a CFP-designated registered investment advisor, based in Charlotte, NC, with 10 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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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 a dog sitter contracted with Rover, a TV show participant for Delirium TV, LLC, and a mental health coach who does public speaking. These activities take a few hours per week, about half of Matthew's time, and minimal time, respectively.
Employment History
Current Registrations
Vanguard Marketing Corporation
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 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.