MT
Matthew Trogdon
CRAFTWORK CAPITAL LLC
DPO AA,
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CRD#: 7116193
MT
Professional summary
Matthew Trogdon, CFP®, who also goes by Matthew James Trogdon, is a registered financial advisor currently at CRAFTWORK CAPITAL LLC .
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew James Trogdon
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) Business Name: Babson Financial Literacy Project; Investment Related: Yes; Business Address: Babson College, 231 Forest Street Babson Park, MA 02457; Nature of Other Business: Teaching; Position/Title: Financial Literacy Workshop Instructor; Start Date: March 2021; Approximate # of hours/month: 5; Approximate # of hours/month during securities trading hours: 2; Duties: Teach financial literacy workshops (2) Business Name: The Humble Dollar Website; Investment Related: Yes; Business Address: 614 S. 26th Street, Philadelphia, PA 19146; Nature of Other Business: Writing; Position/Title: Freelance Writer; Start Date: September 2021; Approximate # of hours/month: 1; Approximate # of hours/month during securities trading hours: 0; Duties: Write articles about financial planning issues
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Trogdon'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®
CFP®
Start date: 2021
Experience
Current
October 7, 2021 - Present
CRAFTWORK CAPITAL LLC
RIA
CRD#: 311626
DPO AA,
Past
May 28, 2020 - September 3, 2021
CAPITAL INVESTMENT ADVISORS
RIA
CRD#: 118269
WASHINGTON D.C., DC
Past
August 9, 2019 - September 10, 2021
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Washington, DC
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
California(5/10/2022)
IAR
District of Columbia(11/29/2021)
IAR
Florida(2/9/2024)
IAR
Maryland(1/3/2023)
IAR
New York(6/12/2023)
IAR
North Carolina(4/11/2023)
IAR
Pennsylvania(1/2/2024)
IAR
Virginia(10/7/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/9/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CC
CRAFTWORK CAPITAL LLC
CRAFTWORK CAPITAL LLC
CRD#: 311626 / SEC#:
California
Registered Investment Advisory firm - (5/10/2022 Approved)District of Columbia
Registered Investment Advisory firm - (11/29/2021 Approved)Florida
Registered Investment Advisory firm - (2/7/2024 Approved)Illinois
Registered Investment Advisory firm - (5/11/2023 Approved)Maryland
Registered Investment Advisory firm - (1/14/2021 Approved)New York
Registered Investment Advisory firm - (6/12/2023 Approved)North Carolina
Registered Investment Advisory firm - (4/11/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (1/2/2024 Approved)Texas
Registered Investment Advisory firm - (5/5/2021 Conditional Restricted)Virginia
Registered Investment Advisory firm - (1/11/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
201 N. Union St Suite 110, Alexandria, VA 22314
Mailing Address
Phone number
(703) 596-5575
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 403 |
| AUM (Assets Under Management) | $ 85,498,427 |
Red Flags
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