Unclaimed Profile

Matthew Cole Beardwood

WESTOVER CAPITAL ADVISORS, LLC·WILMINGTON, Delaware

Series 7, Series 9, Series 10, Series 63, Series 65Clean record22 years registeredWESTOVER CAPITAL ADVISORS, LLC

1013 CENTRE RD,, WILMINGTON, DE 19805CRD# 3084318Firm CRD# 126520

Profile Verification

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

Identity

Matthew Cole Beardwood · WILMINGTON, DE

Registration

CRD #3084318 · WESTOVER CAPITAL ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

WESTOVER CAPITAL ADVISORS, LLC

Jan 2017 – present

VALLEY FORGE ASSET MANAGEMENT CORP.

Apr 2006 – Jan 2012

CAMDEN, NJ

VALIC FINANCIAL ADVISORS, INC.

Sep 2004 – Oct 2004

MORRISTOWN, NJ

WACHOVIA SECURITIES, LLC

Sep 2003 – Aug 2004

WILMINGTON, DE

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · September 17, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTOVER CAPITAL ADVISORS, LLC

CRD 126520 · SEC 801-64380

AUM

$401M

Regulatory assets under management

Employees

597 client accounts

Services offered by WESTOVER CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WESTOVER CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Cole Beardwood offer?

Matthew Cole Beardwood specializes in Financial Planning, Investment Management. Contact their office in WILMINGTON, Delaware for a consultation.

What are Matthew Cole Beardwood's credentials?

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

Where is Matthew Cole Beardwood located?

Matthew Cole Beardwood is based in WILMINGTON, Delaware, working with WESTOVER CAPITAL ADVISORS, LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Matthew Cole Beardwood charge for services?

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

How large is WESTOVER CAPITAL ADVISORS, LLC?

WESTOVER CAPITAL ADVISORS, LLC has approximately 8 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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