Matthew Dennison
Professional Summary
Matthew Dennison, who also goes by Matthew Hale Dennison, is a registered financial advisor currently at CCS TRANSACTIONS, LLC located in Minneapolis, Minnesota. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2012. Matthew has worked at 3 firms and has passed the Series 63, SIE, Series 79, Series 87, Series 86 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Hale Dennison
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
CCS TRANSACTIONS, LLC
Contact Information
Main Address
150 South Fifth Street Suite 2700, Minneapolis, MN 55402Mailing Address
150 South Fifth Street Suite 2700, Minneapolis, MN 55402Phone Number
(612) 230-3100Established
Minnesota since 01/30/2002Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (10 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CHARTWELL FINANCIAL ADVISORY, INC | MEMBER | — |
| BECKER, WILFRED FRANK JR. | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 5656978 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(2/21/2025)
(4/17/2018)
(1/3/2025)
(1/27/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Apr 2018About the Series 79 examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Jul 2013About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Dennison's CRS (Customer Relationship Summary).
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