Matthew Gandy is a registered investment advisor, based in Irvine, CA, with 7 years of industry experience.
Location
2860 Michelle Drive, Suite 150, Irvine, CA, 92606
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an employee/sales associate at CPS Insurance Services since 2016, spending about a quarter of his time there. He is also a registered representative/broker dealer with Capital Synergy Partners, Inc. since 2018 and a registered representative with CPS Financial & Insurance Services, Inc. since 2019.
Employment History
Current Registrations
Cps Financial & Insurance Services, INC.Broker
Capital Synergy Partners
Capital Synergy PartnersBroker
State Registrations18 states
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