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Matthew D. Johnson

Intrack Investment Management, Inc.

South Burlington, VT

CRD 5282900

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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 2022-03-07
TX RA APPROVED 2018-04-12
VT RA APPROVED 2007-02-12
  • NH RA
    APPROVED
    Since 2022-03-07
  • TX RA
    APPROVED
    Since 2018-04-12
  • VT RA
    APPROVED
    Since 2007-02-12

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
Sopher Investment Management, Inc. South Burlington VT 01/2007 Present
  • 01/2007 → Present
    Sopher Investment Management, Inc.
    South Burlington, VT
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

EAGLE STRATEGIES LLC
FARROW FINANCIAL INC
KESTRA ADVISORY SERVICES, LLC

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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