Unclaimed Profile

Matthew Judson Daley

DECISIONPOINT FINANCIAL, LLC·MESA, Arizona

Series 65Clean record8 years registeredDECISIONPOINT FINANCIAL, LLC

2812 NORTH NORWALK, MESA, AZ 85215CRD# 6505678Firm CRD# 296988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Judson Daley · MESA, AZ

Registration

CRD #6505678 · DECISIONPOINT FINANCIAL, LLC · 8 years registered

Brand Profile

Not yet started

Career History

DECISIONPOINT FINANCIAL, LLC

Jun 2018 – present

ARISTA WEALTH MANAGEMENT, LLC

Feb 2018 – Sep 2018

Mesa, AZ

MOSS ADAMS WEALTH ADVISORS LLC

Aug 2017 – Dec 2017

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 28, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DECISIONPOINT FINANCIAL, LLC

CRD 296988 · SEC 801-113384

AUM

$689M

Regulatory assets under management

Employees

920 client accounts

Services offered by DECISIONPOINT FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DECISIONPOINT FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Judson Daley offer?

Matthew Judson Daley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MESA, Arizona for a consultation.

What are Matthew Judson Daley's credentials?

Matthew Judson Daley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Judson Daley located?

Matthew Judson Daley is based in MESA, Arizona, working with DECISIONPOINT FINANCIAL, LLC. Their office serves clients in the MESA metropolitan area and surrounding communities.

How does Matthew Judson Daley charge for services?

Matthew Judson Daley's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DECISIONPOINT FINANCIAL, LLC?

DECISIONPOINT FINANCIAL, LLC has approximately 9 employees and manages $689M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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