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Matthew Der

Matson Money, Inc.

Scottsdale, AZ

CRD 7715542

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Employer firm

Matson Money, Inc. CRD 110425

$24.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Matson Money, Inc.

5955 Deerfield Blvd., Mason, OH 45040 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-04-26
OH RA APPROVED 2023-04-06
  • AZ RA
    APPROVED
    Since 2023-04-26
  • OH RA
    APPROVED
    Since 2023-04-06

Branch Locations

18760 N. Pima Rd., Scottsdale, AZ 85255 • 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
Keller Williams Long Beach CA 01/2017 12/2018
Hanley Investment Group Newport Beach CA 01/2019 11/2019
Keller Williams Long Beach CA 01/2020 02/2021
Matson Money Scottsdale AZ 02/2021 Present
Chapman University Orange CA 09/2013 06/2017
  • 01/2017 → 12/2018
    Keller Williams
    Long Beach, CA
  • 01/2019 → 11/2019
    Hanley Investment Group
    Newport Beach, CA
  • 01/2020 → 02/2021
    Keller Williams
    Long Beach, CA
  • 02/2021 → Present
    Matson Money
    Scottsdale, AZ
  • 09/2013 → 06/2017
    Chapman University
    Orange, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-14
  • S65 Uniform Investment Adviser Law Examination
    2022-06-14

View on SEC IAPD

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Nearby Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN

Nearby Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ

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