AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
HM

Herbert T. Match

Some features on this profile are disabled
CRD#: 322644
HM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Herbert Ted Match was a registered financial professional .

Herbert is a previously registered financial professional and started their career in finance in 1974. Herbert had worked at 9 firms and has passed the Series 63, Series 55, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

April 19, 2011 - May 3, 2012

TOPEKA CAPITAL MARKETS INC.

BD
CRD#: 154133
NEW YORK, NY
Past

June 26, 1997 - April 25, 2011

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

September 25, 1995 - June 30, 1997

BROADCORT CAPITAL CORP.

BD
CRD#: 13456
NEW YORK, NY
Past

February 7, 1991 - January 29, 1996

SMITH NEW COURT, INC.

BD
CRD#: 10510
NEW YORK, NY
Past

June 2, 1989 - September 21, 1990

CRESVALE INTERNATIONAL, INC.

BD
CRD#: 10813
Past

January 21, 1985 - May 4, 1989

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

June 15, 1983 - June 4, 1984

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
Past

March 8, 1983 - January 22, 1985

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

March 22, 1974 - June 11, 1983

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/3/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 3/20/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 1
Date: 3/18/1974
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


TC
TOPEKA CAPITAL MARKETS INC.
TOPEKA CAPITAL MARKETS INC. | TOPEKA CAPITAL MARKETS, INC.

CRD#: 154133 / SEC#: , 8-68610

BD
Terminated by SEC on 08/21/2016
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 05/04/2010
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
JACKSON, MICHAEL ANTHONYCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER4028584
HERBERT, PETER CHARLESCOO1712598

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


TOPEKA CAPITAL MARKETS INC.

CRD#: 154133

TRUST BUT VERIFY

Monitor Herbert Match

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics