TrueAdvisor
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AM

Adrian Jude Matosich

D.A. Davidson & CO.
29 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
D.A. Davidson & CO.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

Location

1101 E Main St, Suite 301, Bozeman, MT, 59715

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
D.A. Davidson & CO.
December 2016 - Present · 9 yrs 2 mos
D.A. Davidson & CO.Broker
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Morgan Stanley
June 2009 - December 2016 · 7 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2016 · 7 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. Incorporated
May 2009 - June 2009 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - May 2009 · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1996 - May 2009 · 12 yrs 9 mos
State Registrations30 states
AKAZCACOFLGAIAIDKYLAMAMIMNMOMTNCNDNMNVNYOHORPASCTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.