Matthew J Purtill
Professional Summary
Matthew J Purtill, who also goes by Matt Purtill, Matthew J. Purtill, was a registered financial advisor. Matthew was a previously registered financial professional and started their career in finance 2011 - 2025. Matthew had worked at 5 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Purtill, Matthew J. Purtill
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
CAPITAL MANAGEMENT SERVICES INC | CMS WEALTH MANAGEMENT
Contact Information
Main Address
Strafford Bldg Four, Ste 300 175 Strafford Avenue, Wayne, PA 19087-3333Mailing Address
P.o. Box 433, Southeastern, PA 19399-0433Phone Number
(610) 254-0001# of Employees
8Documents
Regulatory Assets Under Management
Total Number of Accounts
904AUM (Assets Under Management)
$396,878,784Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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