Matthew Edwin King
Professional Summary
Matthew Edwin King is a registered financial advisor currently at CAPITAL SYNERGY PARTNERS located in Aptos, California. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2000. Matthew has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
CAPITAL SYNERGY PARTNERS | CAPITAL SYNERGY PARTNERS, INC.
Contact Information
Main Address
2860 Michelle Drive, Suite 150, Irvine, CA 92606Mailing Address
2860 Michelle Drive, Suite 150, Irvine, CA 92606Phone Number
(949) 442-7413Established
California since 01/14/1999Firm Type
CorporationFiscal Year End
SeptemberFirm Size
Small# of Employees
46FINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
331AUM (Assets Under Management)
$102,342,673Similar Advisors
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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.
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State Registrations and Notice Filings
(8/30/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2000About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Edwin King's CRS (Customer Relationship Summary).
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