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Matthew Joseph Dundon

DUNDON ADVISERS LLC·HARRISON, New York
SIE, Series 7, Series 7TO, Series 24, Series 63, Series 86, Series 87Clean recordDUNDON ADVISERS LLC
440 MAMARONECK AVE., 5TH FL., HARRISON, NY 10528CRD# 4697592Firm CRD# 287474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Joseph Dundon · HARRISON, NY
Registration
CRD #4697592 · DUNDON ADVISERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
Series 86
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DUNDON ADVISERS LLC
CRD 287474 · SEC 801-110309
AUM
$36M
Regulatory assets under management
Employees
8
5 client accounts
Services offered by DUNDON ADVISERS LLC
Per Form ADV
Financial planning
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at DUNDON ADVISERS LLC →
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Frequently Asked Questions

What services does Matthew Joseph Dundon offer?
Matthew Joseph Dundon specializes in Financial Planning, Wealth Management. Contact their office in HARRISON, New York for a consultation.
What are Matthew Joseph Dundon's credentials?
Matthew Joseph Dundon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Joseph Dundon located?
Matthew Joseph Dundon is based in HARRISON, New York, working with DUNDON ADVISERS LLC. Their office serves clients in the HARRISON metropolitan area and surrounding communities.
How does Matthew Joseph Dundon charge for services?
Matthew Joseph Dundon's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNDON ADVISERS LLC?
DUNDON ADVISERS LLC has approximately 8 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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