Matthew D. Krows
Professional summary
Matthew David Krows, CFP® is a registered financial advisor currently at SCS located in Bellevue, Washington and LPL FINANCIAL LLC located in Bellevue, Washington.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Matthew has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Krows's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
January 11, 2022 - Present
SCS
Office #1: 10900 Ne 8th Street 15th Floor - Suite 1550, Bellevue, WA 98004July 20, 2020 - Present
LPL FINANCIAL LLC
Office #1: 10900 Ne 8th St.15th Fl #1550, Bellevue, WA 98004July 20, 2020 - August 11, 2022
LPL FINANCIAL LLC
February 6, 2019 - July 21, 2020
KESTRA ADVISORY SERVICES, LLC
February 6, 2019 - July 21, 2020
KESTRA INVESTMENT SERVICES, LLC
January 20, 2016 - February 6, 2019
INVESTACORP, INC.
September 22, 2014 - December 31, 2015
KESTRA INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
SCS
CRD#: 310849 / SEC#: 801-119764
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/2/2022)
(7/28/2022)
(7/20/2020)
(12/7/2023)
(1/5/2024)
(12/16/2023)
(7/28/2022)
(12/1/2023)
(7/20/2020)
(1/11/2022)
Exams
FINRA
Current Firm
SCS
CRD#: 310849 / SEC#: 801-119764
Contact information
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,472 |
| AUM (Assets Under Management) | $ 1,637,626,061 |
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.
