Russell P. Mathews
Professional summary
Russell Page Mathews is a registered financial advisor currently at MATHEWS CAPITAL MANAGEMENT located in Folsom, California.
Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Russell has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Russell Page Mathews's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 27, 2019 - Present
MATHEWS CAPITAL MANAGEMENT
Office #1: 705 Gold Lake Drive Suite 250, Folsom, CA 95630February 15, 2017 - May 10, 2019
TD AMERITRADE, INC.
February 15, 2017 - May 10, 2019
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 15, 2017 - May 10, 2019
TD AMERITRADE, INC.
November 3, 2015 - February 17, 2017
PRINCIPAL SECURITIES, INC.
October 29, 2015 - February 17, 2017
PRINCIPAL SECURITIES, INC.
August 10, 1994 - June 19, 1996
WELLS FARGO SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/27/2019)
Exams
Current Firm
MATHEWS CAPITAL MANAGEMENT
CRD#: 304909 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 93 |
| AUM (Assets Under Management) | $ 37,990,140 |
Red Flags
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Company Information
MATHEWS CAPITAL MANAGEMENT
CRD#: 304909Folsom, CA 95630TRUST BUT VERIFY
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