MS
Matthew T. Scarborough
RETIREMENT MANAGEMENT SYSTEMS
Leonardtown, MD 20650
Some features on this profile are disabled
CRD#: 7191345
MS
Professional summary
Matthew Turner Scarborough, who also goes by Matt Scarborough, is a registered financial advisor currently at RETIREMENT MANAGEMENT SYSTEMS located in Leonardtown, Maryland.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Scarborough
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.
Running Hare Vineyard, a non-investment related business located in Prince Frederick, MD, producing wine and hosting events. Supervisor from 08/2019; spending 40 hours/month but 0 during trading hours.
Adelina LLC, a non-investment related business located in Prince Frederick, distributing liquor in a retail environment. Owner from 05/2020; spending 20 hours/month but 0 during trading hours.
Retirement Management Systems, an investment-related business located in Severna Park, MD. Investment Advisor Representative since 10/2019; spending 160 hours/month, all during trading hours.
Oak Wealth Partners since 10/2019. Oak Wealth Partners is the operating name for the Retirement Management Systems office in Lexington MD and Dunkirk MD.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Turner Scarborough'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
October 21, 2019 - Present
RETIREMENT MANAGEMENT SYSTEMS
Office #1: 41615 Park Avenue Suite 115, Leonardtown, MD 20650RIA
CRD#: 150351
Leonardtown, MD
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".
RM
RETIREMENT MANAGEMENT SYSTEMS
DARR WEALTH ADVISORS | RETIREMENT MANAGEMENT SYSTEMS, LLC | RETIREMENT MANAGEMENT SYSTEMS, INC. | RETIREMENT MANAGEMENT SYSTEMS | OAK WEALTH PARTNERS, INC.
CRD#: 150351 / SEC#: 801-70978
RIA
Registered Investment Advisory firm - (1/19/2010 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.Highlighted states indicate IAR registrations
IAR
Maryland(10/21/2019)
Current Firm
RM
RETIREMENT MANAGEMENT SYSTEMS
DARR WEALTH ADVISORS | RETIREMENT MANAGEMENT SYSTEMS, LLC | RETIREMENT MANAGEMENT SYSTEMS, INC. | RETIREMENT MANAGEMENT SYSTEMS | OAK WEALTH PARTNERS, INC.
CRD#: 150351 / SEC#: 801-70978
RIA
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Contact information
Main Address
41615 Park Avenue Suite 115, Leonardtown, MD 20650
Mailing Address
721 Main Street Suite 100, Stevensville, MD 21666
Phone number
(301) 327-5312
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,142 |
| AUM (Assets Under Management) | $ 1,663,422,905 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 01/25/2024 | ||
| 10/20/2022 |
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.
