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Matthew Thomas Powers

POWERS ADVISORY GROUP, LLC·HIGHLAND, Illinois
Series 7, Series 63, Series 65Clean record21 years registeredPOWERS ADVISORY GROUP, LLC
2603 PLAZA DRIVE, HIGHLAND, IL 62249CRD# 4601124Firm CRD# 172252

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Thomas Powers · HIGHLAND, IL
Registration
CRD #4601124 · POWERS ADVISORY GROUP, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

POWERS ADVISORY GROUP, LLC
Jul 2014 – present
DESCHAINE & COMPANY, L.L.C.
Jul 2009 – Sep 2014
HIGHLAND, IL
NFP SECURITIES, INC.
May 2006 – Jul 2009
HIGHLAND, IL
CITIGROUP GLOBAL MARKETS INC.
Mar 2005 – Jun 2006
ST. LOUIS, MO
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · March 29, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
POWERS ADVISORY GROUP, LLC
CRD 172252 · SEC 801-121109
AUM
$206M
Regulatory assets under management
Employees
6
1,279 client accounts
Services offered by POWERS ADVISORY GROUP, 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 POWERS ADVISORY GROUP, LLC →
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05

Frequently Asked Questions

What services does Matthew Thomas Powers offer?
Matthew Thomas Powers specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HIGHLAND, Illinois for a consultation.
What are Matthew Thomas Powers's credentials?
Matthew Thomas Powers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Thomas Powers located?
Matthew Thomas Powers is based in HIGHLAND, Illinois, working with POWERS ADVISORY GROUP, LLC. Their office serves clients in the HIGHLAND metropolitan area and surrounding communities.
How does Matthew Thomas Powers charge for services?
Matthew Thomas Powers'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 POWERS ADVISORY GROUP, LLC?
POWERS ADVISORY GROUP, LLC has approximately 6 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at POWERS ADVISORY GROUP, LLC

Richard George Ringwald
HIGHLAND, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
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Research
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