Matthew D. Medeiros

CLELLAND & COMPANY

San Diego, CA 92122

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CRD#: 2946332

Professional summary

Matthew David Medeiros, CPWA® is a registered financial advisor currently at CLELLAND & COMPANY INC located in San Diego, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Matthew has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Medeiros's CRS (Customer Relationship Summary).

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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2008-05-05

Expire date: 2024-04-30

Experience

Current

March 25, 2011 - Present

CLELLAND & COMPANY INC

Office #1: 5151 Shoreham Place, Suite 130, San Diego, CA 92122

RIA

CRD#: 105406

San Diego, CA

Past

November 21, 1997 - September 24, 1998

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLELLAND & COMPANY INC

CLELLAND & CO INC | CLELLAND & COMPANY INC

CRD#: 105406 / SEC#: 801-34425

RIA

Registered Investment Advisory firm - (6/1/1989 Approved)

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

California
(3/25/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/24/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/6/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/20/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CLELLAND & COMPANY INC

CLELLAND & CO INC | CLELLAND & COMPANY INC

CRD#: 105406 / SEC#: 801-34425

RIA

Registered Investment Advisory firm - (6/1/1989 Approved)

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Contact information

Main Address

5151 Shoreham Place, Suite 130, San Diego, CA 92122

Mailing Address

Phone number

(858) 587-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLELLAND & COMPANY, INC. FIRM BROCHURE SUPPLEMENT (3/11/2025)

CLELLAND & COMPANY, INC. FIRM BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 432,425,397

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.

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Matthew D. Medeiros

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Medeiros's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLELLAND & COMPANY INC

GUARDIAN INVESTOR SERVICES LLC

Primary Firm SEC Registration

CLELLAND & COMPANY INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2011

Series 63

Date: 11/6/1997

Series 6

Date: 11/20/1997

Current Firm

CLELLAND & COMPANY INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLELLAND & COMPANY INC

TRUST BUT VERIFY

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