Matthew Muench
Matthew Muench is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, DE, with 7 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
1101 Centre Road, Suite 110, Wilmington, DE, 19805
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a financial advisor and Vice President of Operations at Bassett, Brosius, Foy & Associates. He also works as an agent for LIFE Brokerage, assessing and selling insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Goldman Sachs Personal Financial Management
Captrust Financial Advisors
State Registrations20 states
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