Matthew A. Doyle

MD INVESTMENT ADVISORS

Bradenton, FL

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CRD#: 1195326

Professional summary

Matthew Alton Doyle is a registered financial advisor currently at MD INVESTMENT ADVISORS located in Bradenton, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Matthew has worked at 16 firms and has passed the Series 65, Series 63, Series 7, Series 24, Series 8 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I DO INCOME TAXES FOR THE PUBLIC. I ALSO SELL INSURANCE PRODUCTS TO THE PUBLIC. THE OTHER BUSINESS IS IN MY NAME. THIS BUSINESS IS NON INVESTMENT RELATED. THE ADDRESS OF THE BUSINESS IS 3410B AVENIDA MADERA, BRADENTON FL. 34210. THE BUSINESS IS RELATED TO TAX PREPARATION AND INSURANCE. MY POSITION IS AS BUSINESS OWNER OF ALL OF THESE BUSINESSES. I AVERAGE LESS THAN 4 HOURS PER MONTH TO THE BUSINESS. I STARTED BOTH IN 1994. I DEVOTE ABOUT 1/2 HOURS PER DAY DURING TRADING HOURS. AGAIN. I PREPARE INCOME TAXES AND SELL INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alton Doyle's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 9, 1999 - Present

MD INVESTMENT ADVISORS

RIA

CRD#: 141593

Bradenton, FL

Past

October 19, 2010 - January 3, 2011

MERRIMAC CORPORATE SECURITIES, INC.

CRD#: 35463

ALTAMONTE SPRINGS, FL

Past

July 5, 2002 - October 21, 2010

WALLSTREET*E FINANCIAL SERVICES, INC.

CRD#: 43896

BRADENTON, FL

Past

January 21, 1998 - August 14, 2002

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

May 8, 1997 - January 27, 1998

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

MINNEAPOLIS, MN

Past

March 21, 1997 - January 23, 1998

BRAUER & ASSOCIATES, INC.

CRD#: 18278

ST. PETERSBURG, FL

Past

October 22, 1996 - May 28, 1997

MCC SECURITIES, INC.

CRD#: 36286

TAMPA, FL

Past

February 6, 1995 - October 31, 1996

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

February 2, 1995 - February 7, 1995

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

January 20, 1995 - February 8, 1995

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

CRD#: 14538

TAMPA, FL

Past

August 6, 1993 - July 11, 1995

MERIDIAN, DUNHILL & CO., INC.

CRD#: 15294

Past

January 22, 1988 - October 16, 1993

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

May 4, 1987 - January 19, 1988

FITZGERALD, DEARMAN & ROBERTS, INC.

CRD#: 317

Past

February 5, 1987 - May 8, 1987

J. T. MORAN & CO., INC.

CRD#: 15655

Past

January 24, 1985 - February 9, 1987

HOMESTEAD SECURITIES, INC.

CRD#: 15162

Past

November 22, 1983 - January 28, 1985

KOBRIN SECURITIES, INC.

CRD#: 10204

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/9/1999)

IAR

Maryland
(2/23/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/5/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/19/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/19/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/2/1993

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 5/11/1992

General Securities Sales Supervisor Examination (Options Module & General Module)

Principal/Supervisory Exam

Series 4

Date: 11/27/1991

Registered Options Principal Examination

Current Firm

MD INVESTMENT ADVISORS

DOYLE FINANCIAL SERVICES | MD INVESTMENT ADVISORS | DOYLE INVESTMENT SERVICES

CRD#: 141593 / SEC#:

Florida

Registered Investment Advisory firm - (11/9/1999 Approved)

Maryland

Registered Investment Advisory firm - (2/15/2011 Approved)

North Carolina

Registered Investment Advisory firm - (3/8/2019 Approved)

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Contact information

Main Address

Bradenton, FL

Mailing Address

Phone number

(941) 792-9198

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	131
AUM (Assets Under Management)	$ 34,467,463

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Matthew A. Doyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alton Doyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRIMAC CORPORATE SECURITIES, INC.

WALLSTREET*E FINANCIAL SERVICES, INC.

QUICK & REILLY, INC.

BIRCHTREE FINANCIAL SERVICES LLC

BRAUER & ASSOCIATES, INC.

MCC SECURITIES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN STANLEY DW INC.

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

MERIDIAN, DUNHILL & CO., INC.

AMERIPRISE ADVISOR SERVICES, INC.

FITZGERALD, DEARMAN & ROBERTS, INC.

J. T. MORAN & CO., INC.

HOMESTEAD SECURITIES, INC.

KOBRIN SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/5/1996

Series 63

Date: 12/19/1983

Series 7

Date: 11/19/1983

Series 24

Date: 3/2/1993

Series 8

Date: 5/11/1992

Series 4

Date: 11/27/1991

Current Firm

MD INVESTMENT ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MD INVESTMENT ADVISORS

TRUST BUT VERIFY

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