Unclaimed Profile

Matthew Thomas Berquist

INTREPID CAPITAL MANAGEMENT INC·JACKSONVILLE BEACH, Florida

Series 7, Series 66Clean record27 years registeredINTREPID CAPITAL MANAGEMENT INC

1400 MARSH LANDING PARKWAY STE 106, JACKSONVILLE BEACH, FL 32250CRD# 3126351Firm CRD# 108516

Profile Verification

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

Identity

Matthew Thomas Berquist · JACKSONVILLE BEACH, FL

Registration

CRD #3126351 · INTREPID CAPITAL MANAGEMENT INC · 27 years registered

Brand Profile

Not yet started

Career History

INTREPID CAPITAL MANAGEMENT INC

Jul 2022 – present

SUNTRUST INVESTMENT SERVICES, INC.

Jun 2005 – Nov 2006

PONTE VEDRA BEACH, FL

SUNTRUST CAPITAL MARKETS, INC.

Jun 2003 – Jul 2005

JACKSONVILLE, FL

LEGG MASON WOOD WALKER INC

Dec 1998 – Jun 2003

PONTE VEDRA, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 3, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTREPID CAPITAL MANAGEMENT INC

CRD 108516 · SEC 801-47894

AUM

$763M

Regulatory assets under management

Employees

569 client accounts

Services offered by INTREPID CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at INTREPID CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Matthew Thomas Berquist offer?

Matthew Thomas Berquist specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in JACKSONVILLE BEACH, Florida for a consultation.

What are Matthew Thomas Berquist's credentials?

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

Where is Matthew Thomas Berquist located?

Matthew Thomas Berquist is based in JACKSONVILLE BEACH, Florida, working with INTREPID CAPITAL MANAGEMENT INC. Their office serves clients in the JACKSONVILLE BEACH metropolitan area and surrounding communities.

How does Matthew Thomas Berquist charge for services?

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

How large is INTREPID CAPITAL MANAGEMENT INC?

INTREPID CAPITAL MANAGEMENT INC has approximately 16 employees and manages $763M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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