AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MB

Matthew B. Bishop

BULL & BEAR CAPITAL ADVISORS
Jacksonville, FL 32224-6051
Some features on this profile are disabled
CRD#: 2298300
MB

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 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew Brian Bishop

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.
BISHOP & COMPANY, P.L. IS AN ACCOUNTING FIRM LOCATED AT 3625 VALVERDE CIRCLE IN JACKSONVILLE, FL. OPERATING SINCE 1998 ACCOUNTING SERVICES PERFORMED ARE CURRENTLY APPROXIMATELY 100 HOURS PER MONTH, ARE NOT INVESTMENT RELATED, AND LARGELY ARE NOT PERFORMED DURING SECURITIES TRADING HOURS WITH THE EXCEPTION OF MEETINGS. BISHOP LAW GROUP, P.L. IS A LAW FIRM LOCATED AT 3625 VALVERDE CIRCLE IN JACKSONVILLE, FL. OPERATING SINCE 2004 LEGAL SERVICES PERFORMED ARE CURRENTLY APPROXIMATELY 50 HOURS PER MONTH, ARE NOT INVESTMENT RELATED, AND LARGELY ARE NOT PERFORMED DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brian Bishop SR'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®
CFP®

Certified Financial Planner

Experience

Current

June 23, 1999 - Present

BULL & BEAR CAPITAL ADVISORS, LLC

Office #1: 3625 Valverde Circle, Jacksonville, FL 32224-6051
RIA
CRD#: 137453
Jacksonville, FL
Past

December 21, 2001 - May 18, 2021

BULL & BEAR BROKERAGE SERVICES, INC.

BD
CRD#: 113866
JACKSONVILLE, FL
Past

January 20, 1999 - July 27, 2001

CPA FINANCIAL ADVISERS, INC.

BD
CRD#: 44388
DAYTONA BEACH, FL
Past

May 20, 1996 - December 11, 1998

QUEST CAPITAL STRATEGIES, INC.

BD
CRD#: 16783
LAGUNA HILLS, CA
Past

May 8, 1995 - December 31, 1995

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

October 1, 1993 - April 15, 1994

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

December 24, 1992 - July 14, 1993

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY

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
(6/23/1999)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/1/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/10/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/9/1995
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/22/1992
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/3/2003
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 11/8/2001
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/19/1999
General Securities Principal Examination

Current Firm

B&
BULL & BEAR CAPITAL ADVISORS, LLC
BULL & BEAR CAPITAL ADVISORS, INC | BULL & BEAR CAPITAL ADVISORS, LLC | BULL & BEAR CAPITAL ADVISORS, INC.

CRD#: 137453 / SEC#: 801-67786

RIA
Registered Investment Advisory firm - (6/27/2012 Terminated)
Florida
Registered Investment Advisory firm - (5/17/2012 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3625 Valverde Circle, Jacksonville, FL 32224-6051
Mailing Address
Phone number
(904) 363-3600
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

BULL & BEAR CAPITAL ADVISORS, LLC

CRD#: 137453Jacksonville, FL 32224-6051

TRUST BUT VERIFY

Monitor Matthew Bishop

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Andreas Heinrich
Andreas HeinrichAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
Jacksonville, FL
Michael Patrick Mcalpin
Michael McalpinAdvisorCheck Check Mark
INTELLICAPITAL ADVISORS LLC
IAR
PONTE VEDRA, FL
TD
Troy DavisAdvisorCheck Check Mark
DAVIS CAPITAL MANAGEMENT
IAR
JACKSONVILLE, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.