Matthew E. Daigneault

DIRIGO FINANCIAL LLC

North Berwick, ME

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CRD#: 4273038

Professional summary

Matthew Edward Dahlgren Daigneault, AIF® is a registered financial advisor currently at DIRIGO FINANCIAL LLC located in North Berwick, Maine.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Matthew has worked at 14 firms and has passed the Series 66, Series 7TO, SIE and Series 7 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.

1.) Broad Cove Capital, Inv Related, 62 US Route 1, Cumberland Foreside, ME 04110, RIA, Chief Operating Officer, Start date 08/15/2019, 160 hours per month, 130 hours during trading hours, Practice Management/Client Management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward Dahlgren Daigneault'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 14, 2025 - Present

DIRIGO FINANCIAL LLC

RIA

CRD#: 333829

North Berwick, ME

Past

November 1, 2022 - April 18, 2025

ARIES WEALTH MANAGEMENT, LLC

RIA

CRD#: 175477

PORTLAND, ME

Past

October 28, 2021 - October 31, 2022

MARBLE TRAIL ADVISORS

RIA

CRD#: 154744

Cumberland Foreside, ME

Past

January 8, 2020 - August 13, 2021

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Cumberland Foreside, ME

Past

September 10, 2019 - November 8, 2021

BROAD COVE CAPITAL

RIA

CRD#: 104168

PITTSBURGH, PA

Past

October 24, 2000 - September 17, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 24, 2000 - September 17, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Maine
(4/14/2025)

IAR

New Hampshire
(10/1/2025)

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: 11/20/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/1/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/23/2000

General Securities Representative Examination

Current Firm

DIRIGO FINANCIAL LLC

CRD#: 333829 / SEC#:

Maine

Registered Investment Advisory firm - (4/14/2025 Approved)

New Hampshire

Registered Investment Advisory firm - (9/26/2025 Approved)

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Contact information

Main Address

North Berwick, ME

Mailing Address

Phone number

(207) 408-5860

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 E. Daigneault

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Edward Dahlgren Daigneault's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARIES WEALTH MANAGEMENT, LLC

MARBLE TRAIL ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

BROAD COVE CAPITAL

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

CRIBSTONE CAPITAL MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

INVESMART ADVISORS INC

INVESMART SECURITIES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/20/2000

Series 7TO

Date: 3/1/2024

SIE

Date: 10/1/2018

Series 7

Date: 10/23/2000

Current Firm

DIRIGO FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

DIRIGO FINANCIAL LLC

TRUST BUT VERIFY

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