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MC

Matthew S. Clark

CCS TRANSACTIONS
Minneapolis, MN 55402
Some features on this profile are disabled
CRD#: 2919206
MC

Professional summary


Matthew Scott Clark, who also goes by Matthew Scott Clark, Matthew Clark, is a registered financial professional currently at CCS TRANSACTIONS, LLC located in Minneapolis, Minnesota.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1998. Matthew has worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 62 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Matthew Scott Clark | Matthew Clark

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Matthew Scott Clark'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®
None

Experience


Current

February 7, 2024 - Present

CCS TRANSACTIONS, LLC

Office #1: 150 South Fifth Street Suite 2700, Minneapolis, MN 55402
BD
CRD#: 149901
Minneapolis, MN
Past

August 19, 2019 - April 30, 2021

WELLS FARGO SECURITIES, LLC

BD
CRD#: 126292
LOS ANGELES, CA
Past

November 30, 2009 - January 3, 2014

MOELIS & COMPANY LLC

BD
CRD#: 145115
LOS ANGELES, CA
Past

August 13, 2001 - June 12, 2008

UBS SECURITIES LLC

BD
CRD#: 7654
LOS ANGELES, CA
Past

June 9, 2000 - December 19, 2000

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

June 14, 1999 - May 23, 2000

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

October 1, 1998 - June 14, 1999

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/13/2025)
RR
California
(3/27/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 3/26/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 2/7/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 9/5/1998
Corporate Securities Limited Representative Examination
SRO Registrations
RR
FINRA

Current Firm


CT
CCS TRANSACTIONS, LLC
CCS TRANSACTIONS, LLC

CRD#: 149901 / SEC#: , 8-68203

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
150 South Fifth Street Suite 2700, Minneapolis, MN 55402
Mailing Address
150 South Fifth Street Suite 2700, Minneapolis, MN 55402
Phone number
(612) 230-3100
Established
Minnesota since 01/30/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CHARTWELL FINANCIAL ADVISORY, INCMEMBER
BECKER, WILFRED FRANK JR.CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER5656978
HALVERSON, PAUL JOSEPHCHIEF FINANCIAL OFFICER2172601

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


CCS TRANSACTIONS, LLC

CRD#: 149901Minneapolis, MN 55402

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