Mattawe P. Clements
Professional summary
Mattawe Philip Clements, who also goes by Matt P Clements, is a registered financial advisor currently at CLEMENTS INVESTMENT MANAGEMENT located in Marietta, New York.
Mattawe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mattawe has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mattawe Philip Clements's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 8, 2016 - Present
CLEMENTS INVESTMENT MANAGEMENT
January 13, 2015 - December 31, 2015
CLEMENTS INVESTMENT MANAGEMENT
November 19, 2013 - December 31, 2014
CLEMENTS INVESTMENT MANAGEMENT
October 21, 2011 - February 25, 2014
BRIDGE ADVISORY LLC
October 21, 2011 - October 25, 2013
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
September 27, 2010 - October 24, 2011
WORLD EQUITY GROUP, INC.
September 27, 2010 - October 24, 2011
WORLD EQUITY GROUP, INC.
May 19, 2009 - September 29, 2010
OSAIC FS, INC.
February 27, 2009 - October 21, 2011
WEALTH PLANNING AND MANAGEMENT
April 5, 2005 - May 21, 2009
CETERA WEALTH SERVICES, LLC
April 1, 2004 - May 21, 2009
CETERA WEALTH SERVICES, LLC
April 21, 2003 - April 2, 2004
SYNDICATED CAPITAL, INC.
November 25, 1991 - April 2, 2003
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/8/2016)
(2/21/2024)
Exams
Current Firm
CLEMENTS INVESTMENT MANAGEMENT
CRD#: 168857 / SEC#: 801-78483
Contact information
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 26,000,000 |
Red Flags
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