Unclaimed Profile

Matthew Thomas Judge

TD AMERITRADE INVESTMENT MANAGEMENT, LLC·OMAHA, Nebraska

SIE, Series 7, Series 7TO, Series 8, Series 9, Series 10, Series 24, Series 63, Series 65Clean record20 years registeredTD AMERITRADE INVESTMENT MANAGEMENT, LLC

200 SOUTH 108TH AVENUE, OMAHA, NE 68154CRD# 2750534Firm CRD# 111514

Profile Verification

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

Identity

Matthew Thomas Judge · OMAHA, NE

Registration

CRD #2750534 · TD AMERITRADE INVESTMENT MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TD AMERITRADE INVESTMENT MANAGEMENT, LLC

CHARLES SCHWAB & CO., INC.

Jul 2021 – Oct 2021

Jersey City, NJ

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

Feb 2008 – Dec 2018

JERSEY CITY, NJ

TD AMERITRADE, INC.

Mar 2006 – Oct 2021

JERSEY CITY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 8

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · March 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

CRD 111514 · SEC 801-55501

AUM

$15.8B

Regulatory assets under management

Employees

101,875 client accounts

Services offered by TD AMERITRADE INVESTMENT MANAGEMENT, 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 TD AMERITRADE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Thomas Judge offer?

Matthew Thomas Judge specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Matthew Thomas Judge's credentials?

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

Where is Matthew Thomas Judge located?

Matthew Thomas Judge is based in OMAHA, Nebraska, last registered with TD AMERITRADE INVESTMENT MANAGEMENT, LLC.

How does Matthew Thomas Judge charge for services?

Matthew Thomas Judge'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 TD AMERITRADE INVESTMENT MANAGEMENT, LLC?

TD AMERITRADE INVESTMENT MANAGEMENT, LLC has approximately 20 employees and manages $15.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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