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Matthew Thomas Skaves

BIRCHBROOK·BANGOR, Maine
Series 65Clean record20 years registeredBIRCHBROOK
82 COLUMBIA ST, BANGOR, ME 04401CRD# 5096742Firm CRD# 105164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Thomas Skaves · BANGOR, ME
Registration
CRD #5096742 · BIRCHBROOK · 20 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BIRCHBROOK
Jan 2020May 2023
BANGOR, ME
Mar 2006Jan 2014
BANGOR, ME
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 29, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BIRCHBROOK
CRD 105164 · SEC 801-36582
AUM
$245M
Regulatory assets under management
Employees
7
767 client accounts
Services offered by BIRCHBROOK
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Matthew Thomas Skaves offer?
Matthew Thomas Skaves specializes in Financial Planning, Investment Management, Wealth Management.
What are Matthew Thomas Skaves's credentials?
Matthew Thomas Skaves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Thomas Skaves located?
Matthew Thomas Skaves is based in BANGOR, Maine, last registered with BIRCHBROOK.
How does Matthew Thomas Skaves charge for services?
Matthew Thomas Skaves'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 BIRCHBROOK?
BIRCHBROOK has approximately 7 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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