Matthew F Vancleve

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 08/2018
  Guardian Life Insurance Co
  Memphis, TN
• 02/2015 → 08/2018
  Park Avenue Securities Llc
  Memphis, TN
• 04/2014 → Present
  Self Employed
  Memphis, TN
• 09/2018 → Present
  Massmutual Life Insurance
  Memphis, TN
• 09/2018 → 06/2020
  Mml Investors Services, Llc
  Memphis, TN
• 04/2014 → 08/2018
  Chartwell Financial/Ashford Advisors
  Memphis, TN
• 06/2020 → Present
  Raymond James & Associates, Inc
  St Petersburg, FL

Previous Registrations

• 2018-09-20 → 2020-06-23
  Mml Investors Services, Llc
  Memphis, TN
• 2015-10-07 → 2018-09-10
  Park Avenue Securities Llc
  Memphis, TN

Other Businesses

(1)NAME: ALLIANCE LAW & COUNSELING INV REL: N ADD: RESIDENTIAL NATURE: LEGAL PRACTICE POSITION: OWNERSHIP START DATE: 05/01/2014 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 2 (2)NAME: MATTHEW VANCLEVE INV REL: Y ADD: 949 SOUTH SHADY GROVE RD, MEMPHIS TN 38120 NATURE: IND LIFE/HEALTH GROUP LIFE/HEALTH POSITION: AGENT/SALES START DATE: 08/31/2018 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 (3)NAME: MATTHEW VANCLEVE INV REL: N ADD: RESIDENTIAL NATURE: NOTARY PUBLIC POSITION: NOTARY PUBLIC START DATE:06/01/2010 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-03
• S63 Uniform Securities Agent State Law Examination
  2015-06-25

Designations

• Certified Financial Planner

Other Names

• Matthew Field Van Cleve
• Matthew F Vancleve
• Matthew Field Vancleve