Unclaimed Profile

Matthew Brett Terzian

RESOURCES MANAGEMENT CORP·WEST HARTFORD, Connecticut

Clean record13 years registeredRESOURCES MANAGEMENT CORP

CORPORATE CENTER WEST - SUITE 200, WEST HARTFORD, CT 06110CRD# 5672083Firm CRD# 104674

Profile Verification

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

Identity

Matthew Brett Terzian · WEST HARTFORD, CT

Registration

CRD #5672083 · RESOURCES MANAGEMENT CORP · 13 years registered

Brand Profile

Not yet started

Career History

ADVISORS CAPITAL MANAGEMENT, LLC

Feb 2020 – present

RMC INVESTMENT ADVISORS

Mar 2016 – Feb 2020

WEST HARTFORD, CT

BRADLEY FOSTER & SARGENT INC

May 2013 – Apr 2016

HARTFORD, CT

Registrations & Exams

Registration record

First registered · May 30, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RESOURCES MANAGEMENT CORP

CRD 104674 · SEC 801-21902

AUM

$951M

Regulatory assets under management

Employees

828 client accounts

Services offered by RESOURCES MANAGEMENT CORP

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RESOURCES MANAGEMENT CORP →

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST HARTFORD?

Browse all registered financial advisors in WEST HARTFORD, Connecticut or claim this profile if it's yours.

Browse WEST HARTFORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew Brett Terzian offer?

Matthew Brett Terzian specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Matthew Brett Terzian's credentials?

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

Where is Matthew Brett Terzian located?

Matthew Brett Terzian is based in WEST HARTFORD, Connecticut, working with RESOURCES MANAGEMENT CORP. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Matthew Brett Terzian charge for services?

Matthew Brett Terzian's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RESOURCES MANAGEMENT CORP?

RESOURCES MANAGEMENT CORP has approximately 14 employees and manages $951M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →