Joseph A. Matelich
Professional summary
Joseph Andrew Matelich is a registered financial advisor currently at PHYSICIAN ADVISING LLC located in Newport, Washington.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joseph has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Andrew Matelich's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 21, 2017 - Present
PHYSICIAN ADVISING LLC
January 5, 2017 - May 4, 2017
ROSECAP INVESTMENT ADVISORS, LLC
April 1, 2011 - May 9, 2011
D.A. DAVIDSON & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/21/2017)
(3/29/2024)
(7/8/2020)
Exams
Current Firm
PHYSICIAN ADVISING LLC
CRD#: 288809 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 141 |
| AUM (Assets Under Management) | $ 7,600,000 |
Red Flags
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