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MD

Matthew R. Doyle

TRIMINGHAM FINANCIAL
New Albany, IN
Some features on this profile are disabled
CRD#: 6527520
MD

Professional summary

Matthew Robert Doyle, who also goes by Matthew Doyle, is a registered financial advisor currently at TRIMINGHAM FINANCIAL located in New Albany, Indiana.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew Doyle

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.
I CURRENTLY HAVE 1 BOOKKEEPING CLIENT, RIGHT STOP RV CENTER. RIGHT STOP IS LOCATED IN LEBANON JUNCTION, KENTUCKY. THIS IS A NON-INVESTMENT RELATED BUSINESS. I STARTED KEEPING THEIR BOOKS IN JULY OF 2020. I DEVOTE ABOUT 8 HOURS PER MONTH TO THEM. ABOUT 1 HOUR MAY BE DURING SECURITIES TRADING HOURS. I AM CURRENTLY A WAREHOUSE ASSOCIATE FOR AMAZON. THIS IS A NON-INVESTMENT RELATED BUSINESS LOCATED IN JEFFERSONVILLE, INDIANA. HIRE DATE OF 10/16/2018. WORK APPROXIMATELY 36 HRS PER WEEK - NONE OF THEM DURING SECURITIES TRADING HOURS IN THE U.S.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Robert Doyle'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

November 28, 2018 - Present

TRIMINGHAM FINANCIAL

RIA
CRD#: 298983
New Albany, IN
Past

October 20, 2015 - August 28, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
LOUISVILLE, KY
Past

September 9, 2015 - August 28, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
LOUISVILLE, KY

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
Indiana
(11/28/2018)
IAR
Kentucky
(11/24/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/16/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/28/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/9/2015
General Securities Representative Examination

Current Firm

TF
TRIMINGHAM FINANCIAL
TRIMINGHAM FINANCIAL | TRIMINGHAM FINANCIAL, LLC

CRD#: 298983 / SEC#:

Indiana
Registered Investment Advisory firm - (11/28/2018 Approved)
Kentucky
Registered Investment Advisory firm - (11/24/2020 Approved)
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Contact information

Main Address
New Albany, IN
Mailing Address
Phone number
(502) 271-8397
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 1,480,050

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

TRIMINGHAM FINANCIAL

CRD#: 298983New Albany, IN

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