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Matthew Joseph Donahue

Thrive Wealth Management, LLC

Audubon, PA

Blue Bell, PA

CRD 6429725

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Employer firm

Thrive Wealth Management, LLC CRD 168777

$1.58B regulatory AUM 19 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Thrive Wealth Management, Llc

1000 Madison Avenue Suite 208, Audubon, PA 19403 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-15
PA RA APPROVED 2018-03-01
  • TX RA
    APPROVED_RES
    Since 2023-05-15
  • PA RA
    APPROVED
    Since 2018-03-01

Branch Locations

1000 Madison Avenue Suite 208, Audubon, PA 19403 • United States

350 Sentry Parkway, Suite 205 Building 670, Blue Bell, PA 19422 • 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
United Capital Financial Advisers, Llc Newport Beach CA 06/2013 01/2018
Thrive Wealth Management Audubon PA 02/2018 Present
  • 06/2013 → 01/2018
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 02/2018 → Present
    Thrive Wealth Management
    Audubon, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-28
  • S65 Uniform Investment Adviser Law Examination
    2015-01-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

Melissa Marie Devlin
NORMAN SHAW MACQUEEN
MATTHEW ANTONIO FATZ

Nearby Offices

LPL FINANCIAL LLC · TROOPER, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA
COOPER EAGLE, LLC · KING OF PRUSSIA, PA

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