Matthew S. Mendelsohn

PORTFOLIOARC, L.L.C.

Arlington, VA

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CRD#: 4552349

Professional summary

Matthew Seth Mendelsohn, who also goes by Matt Mendelsohn, is a registered financial advisor currently at PORTFOLIOARC, L.L.C. located in Arlington, Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Matthew has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Mendelsohn

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 Seth Mendelsohn'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®

None

Experience

Current

January 22, 2007 - Present

PORTFOLIOARC, L.L.C.

RIA

CRD#: 139498

Arlington, VA

Past

October 21, 2002 - December 20, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

WASHINGTON, DC

Past

July 16, 2002 - December 20, 2006

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

WASHINGTON, DC

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

Virginia
(8/3/2010)

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: 8/12/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/15/2002

General Securities Representative Examination

Current Firm

PORTFOLIOARC, L.L.C.

MENDELSOHN FINANCIAL, L.L.C. | PORTFOLIOARC, L.L.C. | MENDELSOHN HAYNES, LLC

CRD#: 139498 / SEC#:

District of Columbia

Registered Investment Advisory firm - (12/4/2024 Terminated)

Virginia

Registered Investment Advisory firm - (6/27/2007 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Arlington, VA

Mailing Address

Phone number

(202) 375-0867

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 30,179,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Matthew S. Mendelsohn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Seth Mendelsohn's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTFOLIOARC, L.L.C.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/2002

Series 7

Date: 7/15/2002

Current Firm

PORTFOLIOARC, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PORTFOLIOARC, L.L.C.

TRUST BUT VERIFY

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