ME
Matthew G. Eichert
MARKET STREET WEALTH MANAGEMENT
West Chester, PA 19382
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CRD#: 3084098
ME
Professional summary
Matthew Garrett Eichert, ChFC®, who also goes by Matt Eichert, is a registered financial advisor currently at MARKET STREET WEALTH MANAGEMENT located in West Chester, Pennsylvania and USA FINANCIAL SECURITIES LLC located in Radnor, Pennsylvania.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Eichert
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.
1) MARKET STREET WEALTH MANAGEMENT, LLC - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE: 08/01/2013; RIA; FINANCIAL ADVISOR PROVIDING INVESTMENT ADVISORY SERVICES TO CLIENTS. INVESTMENT RELATED. 160 HOURS PER MONTH DEVOTED TO BUSINESS; 80 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS. 2) MATT EICHERT - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. STARTED 01/01/2020. INSURANCE SALES. LIFE INSURANCE, LTC INSURANCE AND ANNUITY SALES. INVESTMENT RELATED. 5 HOURS PER MONTH DEVOTED TO BUSINESS. 5 HOURS PE MONTH DEVOTED DURING SECURITIES TRADING HOURS. 3) MATT EICHERT - 999 WEST CHESTER PIKE SUITE 202, WEST CHESTER PA 19382. START DATE 01/01/2020. TAX PLANNING/PREPARATION/CPA FOR CLIENTS. NOT INVESTMENT RELATED. 8 HOURS PER MONTH DEVOTED TO BUSINESS. 8 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Garrett Eichert'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®
Experience
Current
January 3, 2011 - Present
MARKET STREET WEALTH MANAGEMENT
Office #1: 999 West Chester Pike Suite 202, West Chester, PA 19382RIA
CRD#: 155157
West Chester, PA
Current
November 23, 2005 - Present
USA FINANCIAL SECURITIES LLC
Office #1: 150 N. Radnor Chester Rd. Suite F-200, Radnor, PA 19087Office #3: 999 West Chester Pike Suite 202, West Chester, PA 19382Office #4: 999 West Chester Pike, West Chester, PA 19382RIA
BD
CRD#: 103857
RADNOR, PA
Past
October 14, 2013 - October 15, 2013
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
BALA CYNWYD, PA
Past
March 26, 2007 - December 31, 2010
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
BALA CYNWYD, PA
Past
November 25, 1998 - November 26, 2003
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
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".
MARKET STREET WEALTH MANAGEMENT
MARKET STREET WEALTH MANAGEMENT | MARKET STREET WEALTH MANAGEMENT, LLC
CRD#: 155157 / SEC#: 801-81172
RIA
Registered Investment Advisory firm - (3/27/2015 Approved)Delaware
Registered Investment Advisory firm - (6/24/2015 Terminated)New Jersey
Registered Investment Advisory firm - (7/30/2015 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/19/2015 Terminated)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.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(11/2/2020)
RR
California(1/13/2020)
RR
Colorado(11/26/2012)
RR
Delaware(6/24/2010)
RR
Florida(10/12/2010)
RR
Georgia(5/11/2022)
RR
Maryland(10/14/2013)
RR
Michigan(12/4/2020)
RR
New Jersey(11/20/2008)
IAR
New Jersey(9/16/2025)
RR
New York(8/7/2013)
RR
Pennsylvania(11/23/2005)
IAR
Pennsylvania(1/3/2011)
RR
Virginia(3/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MARKET STREET WEALTH MANAGEMENT
MARKET STREET WEALTH MANAGEMENT | MARKET STREET WEALTH MANAGEMENT, LLC
CRD#: 155157 / SEC#: 801-81172
RIA
Registered Investment Advisory firm - (3/27/2015 Approved)Delaware
Registered Investment Advisory firm - (6/24/2015 Terminated)New Jersey
Registered Investment Advisory firm - (7/30/2015 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/19/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
999 West Chester Pike Suite 202, West Chester, PA 19382
Mailing Address
Phone number
(610) 692-3200
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,604 |
| AUM (Assets Under Management) | $ 714,859,960 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
