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MS

Matthew D. Schechter

GIRDWOOD CAPITAL LLC
Girdwood, AK
Some features on this profile are disabled
CRD#: 7182342
MS

Professional summary

Matthew David Schechter, who also goes by Matt Schechter, is a registered financial advisor currently at GIRDWOOD CAPITAL LLC located in Girdwood, Alaska.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matt Schechter

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Schechter'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®
None

Experience

Current

February 27, 2024 - Present

GIRDWOOD CAPITAL LLC

RIA
CRD#: 330282
Girdwood, AK
Past

September 26, 2019 - January 17, 2024

ARBOR CAPITAL MANAGEMENT INC

RIA
CRD#: 111362
ANCHORAGE, AK

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
Alaska
(3/19/2024)
IAR
Illinois
(5/22/2024)
IAR
Texas
(2/27/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/6/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/7/2019
Securities Industry Essentials Examination

Current Firm

GC
GIRDWOOD CAPITAL LLC
GIRDWOOD CAPITAL LLC

CRD#: 330282 / SEC#:

Alaska
Registered Investment Advisory firm - (3/19/2024 Approved)
Illinois
Registered Investment Advisory firm - (5/22/2024 Approved)
Texas
Registered Investment Advisory firm - (2/27/2024 Conditional Restricted)
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Contact information

Main Address
Girdwood, AK
Mailing Address
P.o. Box 1995, Girdwood, AK 99587
Phone number
(907) 917-5841
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts154
AUM (Assets Under Management)$ 44,674,645

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

GIRDWOOD CAPITAL LLC

CRD#: 330282Girdwood, AK

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