Best Investors Account Sign in
Inactive

Matthew David Albers

Drs Wealth Management

Easton, MD

Claim This Profile
Current Employers
Drs Wealth Management

8133 Elliott Road Suite 212, Easton, MD 21601 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-02-10
FL RA APPROVED 2026-01-13
LA RA APPROVED 2026-01-05
TX RA APPROVED_RES 2021-01-14
DE RA APPROVED 2020-10-14
NC RA APPROVED 2020-04-24
VA RA APPROVED 2020-01-03
MD RA APPROVED 2019-12-20
  • ID RA
    APPROVED
    Since 2026-02-10
  • FL RA
    APPROVED
    Since 2026-01-13
  • LA RA
    APPROVED
    Since 2026-01-05
  • TX RA
    APPROVED_RES
    Since 2021-01-14
  • DE RA
    APPROVED
    Since 2020-10-14
  • NC RA
    APPROVED
    Since 2020-04-24
  • VA RA
    APPROVED
    Since 2020-01-03
  • MD RA
    APPROVED
    Since 2019-12-20

Branch Locations

8133 Elliott Road Suite 212, Easton, MD 21601 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Paulson Investment Company, Llc New York NY 12/2015 10/2019
Drs Wealth Management Easton MD 10/2019 Present
Drs Business Advisors, Llc Easton MD 09/2024 Present
Drs Wealth Management Easton MD 08/2025 Present
  • 12/2015 → 10/2019
    Paulson Investment Company, Llc
    New York, NY
  • 10/2019 → Present
    Easton, MD
  • 09/2024 → Present
    Drs Business Advisors, Llc
    Easton, MD
  • 08/2025 → Present
    Easton, MD
Previous Registrations
  • 2016-03-24 → 2019-10-17
    Paulson Investment Company Llc
    Easton, MD
    New York, NY
    Easton, MD
    Vienna, VA
  • 2013-02-28 → 2015-12-08
    Newport Coast Securities, Inc.
    Easton, MD
    Centreville, MD
    Leeburg, VA
    Irvine, CA
    New York, NY
  • 2012-04-24 → 2013-02-19
    Ariston Wealth Management, L.P.
    New York, NY
  • 2011-10-07 → 2012-04-18
    Ariston Wealth Management, L.P.
    Centreville, MD
  • 2010-07-01 → 2011-10-07
    Anderson & Strudwick, Incorporated
    Leesburg, VA
    Centreville, MD
  • 2009-06-03 → 2010-07-07
    Jesup & Lamont Securities Corp
    Leesburg, VA
    St. Michaels, MD
  • 2001-12-03 → 2002-12-31
    Continental Capital Investment Services, Inc.
    Lynchburg, VA
Other Businesses

As an individual insurance broker, selling insurance products independently through a field marketing organization that is investment-related and conducted during securities trading hours. Member of Green Pearl, LLC which is an oyster farm located in Easton, MD. This is a passive activity that I spend approximately one hour per month on. Omni Non-Profit Solutions Agency is located at 8859 Mistletoe Dr., Suite F, Easton, MD 21601. I am a strategic partner in this association. This entity provides an array of services to nonprofit organizations. This takes a nominal amount of time and no compensation is received. DRS Business Advisors, LLC - Easton, Maryland - 09/2024 to Present - Business Exit Planning advisory services - CEO - Non-investment related - about 5 hours per week and ALL during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-09
S63 Uniform Securities Agent State Law Examination 1998-11-27
  • S65 Uniform Investment Adviser Law Examination
    2009-09-09
  • S63 Uniform Securities Agent State Law Examination
    1998-11-27
Other Names
  • Matt David Albers
  • Matthew D Albers

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Easton, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor