Matthew Martindale (CRD# 7449629) is an Investment Advisor Representative working at Keel Point, LLC in Arnold, MD and has over 3 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keel Point, LLC | Vienna, VA | Sep 2021 - Current | 2 |
| Amazon | Annapolis, MD | Mar 2020 - Sep 2021 | 1 |
| Amazon | Baltimore, MD | May 2018 - Mar 2020 | 1 |
| Amazon | Shakopee, MN | Mar 2016 - May 2018 | 2 |
| Amazon | Murfreesboro, TN | Jul 2014 - Mar 2016 | 1 |
| Student | Murfreesboro, TN | Jul 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- MD
- VA
-
Total Assets Under Management2,940MILLIONS
-
Total Number of Accounts5,548ACCOUNTS
-
Average Account Value$530,003
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV
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