Matthew Eppich is a registered investment advisor, based in Westlake, OH, with 12 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
27540 Detroit Rd #101, Westlake, OH, 44145
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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 the President of Silverstone Tax & Wealth Management, where he prepares taxes and supports a business partner with investment advisory and registered representative services. This activity takes nearly full-time.
Employment History
Current Registrations
Modern Capital Securities INC.Broker
Modern Capital Securities INC.
Modern Capital Advisors, LLC
Previous Registrations
Modern Capital Advisors, LLC
Liberty Partners Financial Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Liberty Partners Capital Management, LLC
Liberty Partners Financial Services, 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.
Exams
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