Matthew Joseph Currier
CFP®Professional Summary
Matthew Joseph Currier, CFP®, who also goes by Matthew Currier, was a registered financial advisor. Matthew was a previously registered financial professional and started their career in finance 2019 - 2026. Matthew had worked at 3 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
I began my career in commercial banking as an analyst for a loan production team. During that time, I helped arrange financing for business owners to both operate and access wealth inside their companies. After a few years in that role, I transitioned to the bank’s private wealth management division to work more closely with clients. What I have enjoyed most so far in my career is playing a part in helping individuals achieve success...
Other Aliases
Matthew Currier
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
Education
Michigan State University
Finance, Minor in Economics, Bachelor of Arts
Finance, Minor in Economics, Bachelor of Arts
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Current Firm
DOYENNE WEALTH ADVISORS | DOYENNE WEALTH ADVISORS, LLC | DOYENNE WEALTH ADVISORS LLC
Contact Information
Main Address
227 W Monroe Street Suite 4650, Chicago, IL 60606Phone Number
(312) 374-0844# of Employees
18SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
740AUM (Assets Under Management)
$2,044,364,737Similar Advisors
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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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
DOYENNE WEALTH ADVISORS | DOYENNE WEALTH ADVISORS, LLC | DOYENNE WEALTH ADVISORS LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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