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Matthew S Sopher

Intrack Investment Management, Inc.

South Burlington, VT

CRD 4820463

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Employer firm

Intrack Investment Management, Inc. CRD 106450

$276M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CONSULTING-INCIDENTIAL ONLY

From the firm’s Form ADV. Read the guides:

Current Employers
Intrack Investment Management, Inc.

1233 Shelburne Road Suite D-6B, South Burlington, VT 05403 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-05-22
VT RA APPROVED 2024-05-22
  • NH RA
    APPROVED
    Since 2024-05-22
  • VT RA
    APPROVED
    Since 2024-05-22

Branch Locations

1233 Shelburne Road Suite D-6B, South Burlington, VT 05403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer A Marsh Mclennan Business New York City NY 07/2022 Present
The Guardian Life Insurance Company Of America New York City NY 05/2015 07/2022
  • 07/2022 → Present
    Mercer A Marsh Mclennan Business
    New York City, NY
  • 05/2015 → 07/2022
    The Guardian Life Insurance Company Of America
    New York City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-20
  • S65 Uniform Investment Adviser Law Examination
    2024-05-20
Other Names
  • Mathew Sopher

View on SEC IAPD

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Nearby Investors

BENJAMIN SCOTT HADLEY
Cody Samuel Greene
JODY LEE WHITE

Nearby Offices

EAGLE STRATEGIES LLC · SOUTH BURLINGTON, VT
FARROW FINANCIAL INC · SOUTH BURLINGTON, VT
KESTRA ADVISORY SERVICES, LLC · SOUTH BURLINGTON, VT

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