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Matthew Scott Carpenter

Cfs Financial, LLC

Salem, MA

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Current Employers
Cfs Financial, Llc

10 Federal Street Suite 410, Salem, MA 01970 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
MA RA APPROVED 2021-08-31
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MA RA
    APPROVED
    Since 2021-08-31

Branch Locations

10 Federal Street Suite 410, Salem, MA 01970 • 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
College Funding Services Salem MA 03/2006 Present
Truth Capital, Llc Beverly MA 01/2015 Present
Cfs Financial, Llc Salem MA 03/2021 Present
  • 03/2006 → Present
    College Funding Services
    Salem, MA
  • 01/2015 → Present
    Truth Capital, Llc
    Beverly, MA
  • 03/2021 → Present
    Cfs Financial, Llc
    Salem, MA
Previous Registrations
Other Businesses

Owner of a consulting firm that guides families through the college admission and financial aid processes. Do NOT receive commissions.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-16
S63 Uniform Securities Agent State Law Examination 2011-03-24
  • S65 Uniform Investment Adviser Law Examination
    2014-09-16
  • S63 Uniform Securities Agent State Law Examination
    2011-03-24

View on SEC IAPD

Other Firms

FINER WEALTH MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PLAN FOR IT FINANCIAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
SANTANDER SECURITIES LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.

Other Investors

GARY MICHAEL COON
MICHAEL SCOTT FINER
MATTHEW ERIC SACHAR
CHRISTOPHER ANDREW LAZZARO
Tatiana Sigalova
CHRISTIAN ODONNELL
Michael G Dooley
KLODIANA SINA GJIKONDI

Other Offices

FINER WEALTH MANAGEMENT, INC. · SALEM, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SALEM, MA
PLAN FOR IT FINANCIAL, LLC · SALEM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SALEM, MA
TD PRIVATE CLIENT WEALTH LLC · Salem, MA
SANTANDER SECURITIES LLC · Swampscott, MA
J.P. MORGAN SECURITIES LLC · Swampscott, MA
CITIZENS SECURITIES, INC. · SWAMPSCOTT, MA

More in Salem, MA

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