Frankel P. Matthew
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Frankel Phillip Matthew, CFP® was a registered financial professional .
Frankel is a previously registered financial professional and started their career in finance in 2018. Frankel had worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
January 24, 2020 - July 12, 2022
FRANKEL WEALTH MANAGEMENT
September 21, 2018 - December 31, 2019
FRANKEL WEALTH MANAGEMENT
State Registrations and Notice Filings
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Exams
Current Firm
FRANKEL WEALTH MANAGEMENT
CRD#: 298621 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 1,200,000 |
Red Flags
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