Matthew G. Edmonds
Professional summary
Matthew Giauque Edmonds, CFP®, who also goes by Matthew G Edmonds, is a registered financial advisor currently at KINTRA WEALTH, LLC located in Williamsport, Pennsylvania.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Giauque Edmonds's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 6, 2026 - Present
KINTRA WEALTH, LLC
Office #1: 1000 Commerce Park Drive Suite 416, Williamsport, PA 17701June 15, 2020 - February 17, 2022
VANGUARD ADVISERS, INC.
October 24, 2011 - February 17, 2022
VANGUARD MARKETING CORPORATION
December 19, 2007 - January 22, 2010
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
KINTRA WEALTH, LLC
CRD#: 299407 / SEC#: 801-114485
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/6/2026)
Exams
Series 7TO
Date: 3/27/2024
General Securities Representative ExaminationCurrent Firm
KINTRA WEALTH, LLC
CRD#: 299407 / SEC#: 801-114485
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,424 |
| AUM (Assets Under Management) | $ 460,941,125 |
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.
