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MA

Matthew J. Anderson

VERIT ADVISORS CAPITAL MARKETS LLC
Chicago, IL 60602
Some features on this profile are disabled
CRD#: 6246800
MA

Professional summary

Matthew James Anderson, who also goes by Matthew J Anderson, Matthew Anderson, is a registered financial professional currently at VERIT ADVISORS CAPITAL MARKETS LLC located in Chicago, Illinois.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2013. Matthew has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matthew J Anderson | Matthew Anderson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew James Anderson'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®
None

Experience

Current

May 27, 2025 - Present

VERIT ADVISORS CAPITAL MARKETS LLC

Office #1: 181 W. Madison Street Suite 3745, Chicago, IL 60602
BD
CRD#: 170833
Chicago, IL
Past

May 10, 2019 - August 4, 2022

BOFA SECURITIES, INC.

BD
CRD#: 283942
CHICAGO, IL
Past

March 12, 2019 - May 10, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHICAGO, IL
Past

October 1, 2013 - May 24, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(5/27/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 11/5/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/24/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/1/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VA
VERIT ADVISORS CAPITAL MARKETS LLC
VERIT ADVISORS CAPITAL MARKETS LLC

CRD#: 170833 / SEC#: , 8-69433

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
181 W. Madison Street Suite 3745, Chicago, IL 60602
Mailing Address
181 W. Madison Street Suite 3745, Chicago, IL 60602
Phone number
(312) 572-6210
Established
Illinois since 12/23/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
VERIT ADVISORS LLCSHAREHOLDER/MANAGING MEMBER
JOSEPHS, MARY SCEO/CCO5284807

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VERIT ADVISORS CAPITAL MARKETS LLC

CRD#: 170833Chicago, IL 60602

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