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MT

Matthew A. Tederick

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CRD#: 2346857
MT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Matthew Alvin Tederick was a registered financial professional .

Matthew is a previously registered financial professional and started their career in finance in 1993. Matthew had worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
Wealth Management, Inc. /Not investment-related / insert address / Business Consulting / President / June 2006 to Present / 200 hrs per month / 6.5 hrs during trading hours / Oversee the entire operation of the firm

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 13, 2009 - March 18, 2025

DOMINION FINANCIAL CONSULTANTS, LLC

RIA
CRD#: 149284
Upperville, VA
Past

August 8, 2006 - December 26, 2008

DUNN FINANCIAL ADVISORS, LLC

RIA
CRD#: 116173
WINCHESTER, VA
Past

August 11, 1997 - March 3, 2005

LPL FINANCIAL LLC

RIA
CRD#: 6413
FRONT ROYAL, VA
Past

June 7, 1996 - March 3, 2005

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 15, 1996 - June 20, 1996

FIRST PROVIDENCE FINANCIAL GROUP, LLC

BD
CRD#: 39469
PORT WASHINGTON, NY
Past

July 26, 1995 - March 26, 1996

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

April 30, 1993 - July 27, 1995

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/31/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/11/1999
General Securities Principal Examination

Current Firm


DOMINION FINANCIAL CONSULTANTS, LLC
DOMINION FINANCIAL CONSULTANTS, LLC
DOMINION FINANCIAL CONSULTANTS | DUNN MISTR TEDERICK, LLC | DOMINION FINANCIAL CONSULTANTS, LLC

CRD#: 149284 / SEC#:

District of Columbia
Registered Investment Advisory firm - (1/30/2012 Approved)
Virginia
Registered Investment Advisory firm - (2/13/2009 Approved)
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Contact information


Main Address
Upperville, VA
Mailing Address
1701 Pennsylvania Avenue Suite 200, Washington, DC 20006
Phone number
(202) 552-5992
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts44
AUM (Assets Under Management)$ 19,075,259

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/27/2025
Cover Page
01/26/2024
08/30/2022

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


DOMINION FINANCIAL CONSULTANTS, LLC

DOMINION FINANCIAL CONSULTANTS, LLC

CRD#: 149284

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