BM
Bruce T. Matlock
EMERALD INVESTMENTS
BEACHWOOD, OH 44122
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CRD#: 1225186
BM
Professional summary
Bruce Tyler Matlock, CFA, CFP® is a registered financial advisor currently at EMERALD INVESTMENTS, INC. located in Beachwood, Ohio.
Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Bruce has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Bruce Tyler Matlock'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®
Experience
Current
January 1, 2000 - Present
EMERALD INVESTMENTS, INC.
Office #1: 23230 Chagrin Blvd. Suite 140-b, Beachwood, OH 44122Office #2: 1655 Fort Myer Drive Office 759, Arlington, VA 22209RIA
CRD#: 120750
BEACHWOOD, OH
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
Ohio(1/1/2000)
Exams
Current Firm
EI
EMERALD INVESTMENTS, INC.
EMERALD INVESTMENTS, INC.
CRD#: 120750 / SEC#:
Ohio
Registered Investment Advisory firm - (12/22/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1655 Fort Myer Drive Office 759, Arlington, VA 22209
Mailing Address
Phone number
(216) 704-5283
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 5,868,122 |
Red Flags
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