MC
Matthew A. Choplin
INNOVEST STRATEGIES LLC
RALEIGH, NC 27615
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CRD#: 6165470
MC
Professional summary
Matthew Altland Choplin is a registered financial advisor currently at INNOVEST STRATEGIES LLC located in Raleigh, North Carolina.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. 01/2015 - Partner: CHOPLIN, HARP & SPEERS, LLC/NON-INVESTMENT RELATED/129 W. BELLE ST, HENDERSON, NC 27536/TAX & MANAGEMENT CONSULTING/TAX ADVISOR/40 HOURS PER MONTH Only During February and March/10 HOURS DURING TRADING HOURS/PREPARE TAX RETURNS FOR INDIVIDUALS and Businesses 2. 07/2015 - Partner: SIX FORKS AND WIND CHIME LLC / INVESTMENT-RELATED / 134 WIND CHIME COURT, RALEIGH, NC 27615/REAL ESTATE/MANAGING MEMBER/1 HOUR PER MONTH/Responsible for bookkeeping, tax return, and operations. Most of this is done outside of trading hours. 3. 04/2016 - Partner: City of Oaks Ventures, LLC - Real Estate Investment - 1526 Glen Eden Dr, Raleigh, NC 27612 - 1 hour per month. Buying and selling real estate only for my business partner and I. Most of this is done outside of trading hours. 4. 05/2021 - Partner: LAND OF SKY INVESTMENTS LLC ; INVESTMENT-RELATED; 1526 GLEN EDEN DR., RALEIGH, NC 27612; BUYING REAL ESTATE; PARTNER; APPROX 1-2 HOURS PER MONTH; APPROX 1-2 HOURS PER MONTH DURING TRADING; LOOKING FOR INVESTMENTS, HANDLING INVESTMENT PAPERWORK, CLOSING INVESTMENT DEALS. 5. 03/2024 - Real Estate Agent: Cambridge & Associates LLC; 4509 Creedmoor Rd Suite 201 Raleigh, NC 27612 ; Non-Investment Related ; Listing and Selling Agent ; Approx 1-2 hours a month on weekends.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Altland Choplin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 18, 2025 - Present
INNOVEST STRATEGIES LLC
Office #1: 134 Wind Chime Court, Raleigh, NC 27615RIA
CRD#: 334763
RALEIGH, NC
Past
April 25, 2013 - February 4, 2025
PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
RIA
CRD#: 149889
HENDERSON, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(3/18/2025)
Current Firm
IS
INNOVEST STRATEGIES LLC
INNOVEST STRATEGIES LLC
CRD#: 334763 / SEC#:
North Carolina
Registered Investment Advisory firm - (3/18/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
134 Wind Chime Court, Raleigh, NC 27615
Mailing Address
Phone number
(252) 600-0250
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Company Information
INNOVEST STRATEGIES LLC
CRD#: 334763Raleigh, NC 27615TRUST BUT VERIFY
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