Matthew C. Cheney
Professional summary
Matthew Cullen Cheney, CFP®, CIMA®, CPWA® is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Clarksville, Maryland.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 8 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Cullen Cheney's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
June 6, 2024 - Present
COMPOSITION WEALTH, LLC
Office #1: 11810 Chapel Estates Dr., Clarksville, MD 21029January 11, 2021 - July 25, 2024
CONNECTUS WEALTH
December 27, 2016 - December 31, 2020
HORAN CAPITAL MANAGEMENT,LLC
August 30, 2010 - January 8, 2013
STRATEGIC ADVISERS LLC
June 7, 2010 - January 8, 2013
FIDELITY BROKERAGE SERVICES LLC
June 4, 2008 - May 18, 2010
MSI FINANCIAL SERVICES, INC.
May 30, 2008 - May 18, 2010
MSI FINANCIAL SERVICES, INC.
September 2, 2004 - May 28, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
August 19, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
August 19, 2004 - May 28, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2024)
Exams
Current Firm
COMPOSITION WEALTH, LLC
CRD#: 143483 / SEC#: 801-74711
Contact information
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,671 |
| AUM (Assets Under Management) | $ 6,714,187,844 |
Red Flags
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