Matthew Brian Bishop Sr
CFP®Professional Summary
Matthew Brian Bishop SR, CFP®, who also goes by Matthew Brian Bishop, is a registered financial advisor currently at BULL & BEAR CAPITAL ADVISORS, LLC located in Jacksonville, Florida. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Matthew has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 14, Series 53, Series 27 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Brian Bishop
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
BULL & BEAR CAPITAL ADVISORS, INC | BULL & BEAR CAPITAL ADVISORS, LLC | BULL & BEAR CAPITAL ADVISORS, INC.
Contact Information
Main Address
3625 Valverde Circle, Jacksonville, FL 32224-6051Phone Number
(904) 363-3600# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
3AUM (Assets Under Management)
$317,327Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(6/23/1999)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1992About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Brian Bishop SR's CRS (Customer Relationship Summary).
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