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Matthew Jefferson Carter

IRONWOOD INVESTMENT COUNSEL, LLC·SCOTTSDALE, Arizona
Series 7, Series 63, Series 65Clean record24 years registeredIRONWOOD INVESTMENT COUNSEL, LLC
6263 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85250CRD# 4541900Firm CRD# 110623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Jefferson Carter · SCOTTSDALE, AZ
Registration
CRD #4541900 · IRONWOOD INVESTMENT COUNSEL, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

IRONWOOD INVESTMENT COUNSEL, LLC
Jun 2005 – present
INLIGN ADVISERS, LLC
Aug 2002 – May 2005
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 5, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IRONWOOD INVESTMENT COUNSEL, LLC
CRD 110623 · SEC 801-60073
AUM
$1.4B
Regulatory assets under management
Employees
19
1,982 client accounts
Services offered by IRONWOOD INVESTMENT COUNSEL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at IRONWOOD INVESTMENT COUNSEL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Jefferson Carter offer?
Matthew Jefferson Carter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Matthew Jefferson Carter's credentials?
Matthew Jefferson Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Jefferson Carter located?
Matthew Jefferson Carter is based in SCOTTSDALE, Arizona, working with IRONWOOD INVESTMENT COUNSEL, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Matthew Jefferson Carter charge for services?
Matthew Jefferson Carter'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 IRONWOOD INVESTMENT COUNSEL, LLC?
IRONWOOD INVESTMENT COUNSEL, LLC has approximately 19 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at IRONWOOD INVESTMENT COUNSEL, LLC

Paul Warren Alston
SCOTTSDALE, AZ
Bruce Conklin Williams
SCOTTSDALE, AZ
Jeffrey Edward Shiffra
SCOTTSDALE, AZ

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Nearby cities in Arizona
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Research
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