Matthew D. Porter

PATUXENT FINANCIAL PARTNERS

Columbia, MD

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CRD#: 5509175

Professional summary

Matthew David Porter, CFP® is a registered financial advisor currently at PATUXENT FINANCIAL PARTNERS, LLC located in Columbia, Maryland.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 2 firms and has passed the Series 63, Series 65, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Porter'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

August 29, 2017 - Present

PATUXENT FINANCIAL PARTNERS, LLC

RIA

CRD#: 288775

Columbia, MD

Past

February 15, 2011 - August 31, 2017

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

COLUMBIA, MD

Past

October 20, 2009 - August 31, 2017

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

COLUMBIA, MD

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

Maryland
(8/29/2017)

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

Series 63

Date: 6/13/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/19/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 8/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/14/2011

General Securities Representative Examination

Current Firm

PATUXENT FINANCIAL PARTNERS, LLC

CRD#: 288775 / SEC#:

Maryland

Registered Investment Advisory firm - (8/18/2017 Approved)

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Contact information

Main Address

Columbia, MD

Mailing Address

Phone number

(410) 730-1744

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Matthew D. Porter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Porter's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATUXENT FINANCIAL PARTNERS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/13/2011

Series 65

Date: 10/19/2009

SIE

Date: 8/31/2017

Series 7

Date: 2/14/2011

Current Firm

PATUXENT FINANCIAL PARTNERS, LLC

Contact information

Documents

Red Flags

Company Information

PATUXENT FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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