MR
Matthew J. Rodgers
CLARKSTON CAPITAL PARTNERS
ROCHESTER, MI 48307
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CRD#: 7016812
MR
Professional summary
Matthew J Rodgers, who also goes by Matt Rodgers, is a registered financial advisor currently at CLARKSTON CAPITAL PARTNERS, LLC located in Rochester, Michigan and ALPS DISTRIBUTORS, INC. located in Rochester, Michigan.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 3 firms and has passed the Series 66, Series 31, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Rodgers
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. CLARKSTON CAPITAL PARTNERS LLC, INVESTMENT RELATED, 303 E 3RD ST SUITE 110 ROCHESTER MI 48307, INVESTMENTS, ASSOCIATE, 10/22/2019, 200 HRS/MON 130 HRS/MON DURING TRADING. 2. ALPS DISTRIBUTORS, INC., INVESTMENT RELATED, 10/22/2019, 1290 BROADWAY, SUITE 1000, DENVER, CO 80203.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew J Rodgers'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 30, 2020 - Present
CLARKSTON CAPITAL PARTNERS, LLC
Office #1: 303 East Third Street Suite 110, Rochester, MI 48307RIA
CRD#: 143456
ROCHESTER, MI
Current
October 23, 2019 - Present
ALPS DISTRIBUTORS, INC.
Office #1: 303 E Third Street Suite 110, Rochester, MI 48307BD
CRD#: 16853
Rochester, MI
Past
January 22, 2019 - September 23, 2019
MORGAN STANLEY
RIA
CRD#: 149777
BLOOMFIELD HILLS, MI
Past
November 29, 2018 - September 23, 2019
MORGAN STANLEY
BD
CRD#: 149777
BLOOMFIELD HILLS, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CLARKSTON CAPITAL PARTNERS, LLC
CLARKSTON CAPITAL | CLARKSTON PRIVATE CLIENT | CLARKSTON CAPITAL PARTNERS, LLC
CRD#: 143456 / SEC#: 801-67681
RIA
Registered Investment Advisory firm - (3/22/2007 Approved)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.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
Alabama(1/4/2021)
RR
Alaska(1/4/2021)
RR
Arizona(1/4/2021)
RR
Arkansas(1/4/2021)
RR
California(1/4/2021)
RR
Colorado(1/4/2021)
RR
Connecticut(1/4/2021)
RR
Delaware(1/4/2021)
RR
District of Columbia(1/4/2021)
RR
Florida(1/4/2021)
RR
Georgia(1/4/2021)
RR
Hawaii(1/4/2021)
RR
Idaho(1/4/2021)
RR
Illinois(1/4/2021)
RR
Indiana(1/4/2021)
RR
Iowa(1/4/2021)
RR
Kansas(1/4/2021)
RR
Kentucky(1/4/2021)
RR
Louisiana(1/4/2021)
RR
Maine(1/4/2021)
RR
Maryland(1/4/2021)
RR
Massachusetts(1/4/2021)
RR
Michigan(10/23/2019)
IAR
Michigan(3/30/2020)
RR
Minnesota(1/4/2021)
RR
Mississippi(1/4/2021)
RR
Missouri(1/4/2021)
RR
Montana(1/4/2021)
RR
Nebraska(1/4/2021)
RR
Nevada(1/4/2021)
RR
New Hampshire(1/4/2021)
RR
New Jersey(1/4/2021)
RR
New Mexico(1/4/2021)
RR
New York(1/4/2021)
RR
North Carolina(1/4/2021)
RR
North Dakota(1/4/2021)
RR
Ohio(1/4/2021)
RR
Oklahoma(1/4/2021)
RR
Oregon(1/4/2021)
RR
Pennsylvania(1/4/2021)
RR
Rhode Island(1/4/2021)
RR
South Carolina(1/4/2021)
RR
South Dakota(1/4/2021)
RR
Tennessee(1/4/2021)
RR
Texas(1/4/2021)
RR
Utah(1/4/2021)
RR
Vermont(1/4/2021)
RR
Virginia(1/4/2021)
RR
Washington(1/4/2021)
RR
West Virginia(1/4/2021)
RR
Wisconsin(1/4/2021)
RR
Wyoming(1/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/29/2018
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CC
CLARKSTON CAPITAL PARTNERS, LLC
CLARKSTON CAPITAL | CLARKSTON PRIVATE CLIENT | CLARKSTON CAPITAL PARTNERS, LLC
CRD#: 143456 / SEC#: 801-67681
RIA
Registered Investment Advisory firm - (3/22/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 East Third St Suite 110, Rochester, MI 48307
Mailing Address
91 West Long Lake Rd, Bloomfield Hills, MI 48304
Phone number
(248) 723-8000
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,795 |
| AUM (Assets Under Management) | $ 6,769,151,197 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/14/2025 | ||
| 09/06/2024 | ||
| 12/22/2023 | ||
| 01/27/2023 |
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
CLARKSTON CAPITAL PARTNERS, LLC
CRD#: 143456Rochester, MI 48307TRUST BUT VERIFY
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