Mateusz W. Sudol
Professional summary
Mateusz Wojciech Sudol, CFP®, who also goes by Mateusz Sudol, Matt Sudol, is a registered financial advisor currently at PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC. located in Portland, Oregon.
Mateusz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mateusz has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mateusz Wojciech Sudol's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2022 - Present
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
Office #1: 7160 Sw Fir Loop, Portland, OR 97223February 11, 2021 - October 4, 2022
CWM, LLC
November 17, 2020 - December 1, 2021
PRICE FINANCIAL GROUP WEALTH MANAGEMENT
June 3, 2011 - December 2, 2020
WELLS FARGO CLEARING SERVICES, LLC
April 18, 2011 - December 2, 2020
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
CRD#: 323146 / SEC#: 801-126661
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/30/2022)
(9/30/2022)
Exams
Current Firm
PRICE FINANCIAL GROUP WEALTH MANAGEMENT, INC.
CRD#: 323146 / SEC#: 801-126661
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,235 |
| AUM (Assets Under Management) | $ 138,265,523 |
Red Flags
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