Matthew Trogdon, financial advisor Washington DC

Matthew Trogdon

CRD Number: 7116193
Current Firm: Craftwork Capital LLC

Matthew Trogdon (CRD# 7116193) is an Investment Advisor Representative working at Craftwork Capital LLC in Washington, DC and has over 4 years of experience in the finance industry. Matthew Trogdon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Craftwork Capital LLC Fairfax, VA Oct 2021 - Current 2
The Humble Dollar Website Philadelphia, PA Sep 2021 - Current 2
Babson Financial Literacy Project Babson Park, MA Mar 2021 - Current 3
Capital Investment Advisors, Inc. Washington, DC Apr 2020 - Sep 2021 1
Cambridge Investment Research Fairfield, IA May 2019 - Aug 2021 2
Cambridge Investment Research Fairfield, IA May 2019 - Aug 2021 2
Capital Asset Management Group Washington, DC May 2019 - Aug 2021 2
Motley Fool Asset Management Alexandria, VA Sep 2014 - May 2019 4
Motley Fool Asset Management Alexandria, VA Sep 2014 - May 2019 4
The Motley Fool, LLC Alexandria, VA Aug 2007 - Sep 2014 7
Motley Fool. LLC Alexandria, VA Sep 2007 - Aug 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Matthew Trogdon
Phone Number: (703) 596-5575
Registered State(s):
  • CA
  • DC
  • FL
  • MD
  • NY
  • NC
  • PA
  • VA
Current Firm Details
Craftwork Capital LLC
Firm's CRD Number: 311626
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    166
    ACCOUNTS
  • Average Account Value
    $191,726
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DC, FL, IL, MD, NC, NY, PA, TX, VA

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