Matthew C. Satterfield
Professional summary
Matthew Craig Satterfield, CFP®, who also goes by Matthew Satterfield, Matt Satterfield, is a registered financial advisor currently at OAKWORTH ASSET MANAGEMENT, LLC located in Birmingham, Alabama.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Craig Satterfield's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 1, 2025 - Present
OAKWORTH ASSET MANAGEMENT, LLC
Office #1: 850 Shades Creek Parkway Suite 200, Birmingham, AL 35209July 6, 2016 - July 23, 2018
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/1/2025)
Exams
Current Firm
OAKWORTH ASSET MANAGEMENT, LLC
CRD#: 335388 / SEC#: 801-132789
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 678 |
| AUM (Assets Under Management) | $ 757,410,003 |
Red Flags
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Company Information
OAKWORTH ASSET MANAGEMENT, LLC
CRD#: 335388Birmingham, AL 35209TRUST BUT VERIFY
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