Matthew Joseph Sodl
Professional Summary
Matthew Joseph Sodl, who also goes by Matt Sodl, is a registered financial advisor currently at INNOVATION CAPITAL, LLC located in Boca Raton, Florida. Matthew is registered as a RR (Registered Representative) and started their career in finance in 1997. Matthew has worked at 5 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Sodl
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
INNOVATION CAPITAL, LLC
Contact Information
Main Address
2255 Glades Road Suite 324a, Boca Raton, FL 33431Mailing Address
2255 Glades Road Suite 324a, Boca Raton, FL 33431Phone Number
(561) 725-0702Established
Louisiana since 02/16/2004Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/17/2005)
(9/12/2005)
(5/17/2021)
(7/12/2022)
(7/9/2013)
(8/18/2011)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Joseph Sodl's CRS (Customer Relationship Summary).
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