Matthew T. Berquist

INTREPID CAPITAL MANAGEMENT

Jacksonville Beach, FL 32250

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CRD#: 3126351

Professional summary

Matthew Thomas Berquist, who also goes by Matthew T Berquist, is a registered financial advisor currently at INTREPID CAPITAL MANAGEMENT INC located in Jacksonville Beach, Florida.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Matthew has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew T Berquist

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 Thomas Berquist'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®

None

Experience

Current

July 13, 2022 - Present

INTREPID CAPITAL MANAGEMENT INC

Office #1: 1400 Marsh Landing Parkway Ste 106, Jacksonville Beach, FL 32250

RIA

CRD#: 108516

Jacksonville Beach, FL

Past

January 19, 2007 - December 31, 2009

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

June 28, 2005 - November 30, 2006

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

PONTE VEDRA BEACH, FL

Past

June 27, 2005 - November 30, 2006

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

PONTE VEDRA BEACH, FL

Past

June 25, 2003 - July 15, 2005

TRUIST SECURITIES, INC.

RIA

CRD#: 6271

JACKSONVILLE, FL

Past

June 20, 2003 - June 30, 2005

TRUIST SECURITIES, INC.

CRD#: 6271

ATLANTA, GA

Past

December 3, 1998 - June 26, 2003

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

PONTE VEDRA, FL

Past

November 20, 1998 - June 26, 2003

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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".

INTREPID CAPITAL MANAGEMENT INC

INTREPID CAPITAL MANAGEMENT INC | INTREPID PRIVATE WEALTH

CRD#: 108516 / SEC#: 801-47894

RIA

Registered Investment Advisory firm - (11/28/1994 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

Florida
(7/13/2022)

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 66

Date: 11/25/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/16/1998

General Securities Representative Examination

Current Firm

INTREPID CAPITAL MANAGEMENT INC

INTREPID CAPITAL MANAGEMENT INC | INTREPID PRIVATE WEALTH

CRD#: 108516 / SEC#: 801-47894

RIA

Registered Investment Advisory firm - (11/28/1994 Approved)

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Contact information

Main Address

1400 Marsh Landing Parkway Ste 106, Jacksonville Beach, FL 32250

Mailing Address

Phone number

(904) 246-3433

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

FORM ADV PART 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	703
AUM (Assets Under Management)	$ 1,188,392,769

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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Advisor Monitoring

Firm Stability Insights

Matthew T. Berquist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Thomas Berquist's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST SECURITIES, INC.

TRUIST SECURITIES, INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

INTREPID CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/25/1998

Series 7

Date: 11/16/1998

Current Firm

INTREPID CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTREPID CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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