Matthew Scott Carpenter

Employer firm

The Estate Planners Group CRD 124418

$422M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• ADVICE ON INSURANCE PRODUCTS

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

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

Current Employers

Employment History

• 09/1992 → 10/2018
  Marwood Rest Home Inc.
  Philadelphia, PA

Other Businesses

MSC Wealth, LLC. The business focus is personal investments, not advisory in nature, through purchasing rental properties. Time spent is 5 hours per month, none of which are during securities trading hours. The business is located at 128 Heather Drive, New Hope, PA 18938.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-20