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Matthew Lindsay Groome

COLTON GROOME FINANCIAL ADVISORS, LLC·ASHEVILLE, North Carolina
SIE, Series 7, Series 66CFPClean record16 years registeredCOLTON GROOME FINANCIAL ADVISORS, LLC
1127-B HENDERSONVILLE ROAD, ASHEVILLE, NC 28803CRD# 5693511Firm CRD# 128365

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Lindsay Groome · ASHEVILLE, NC
Registration
CRD #5693511 · COLTON GROOME FINANCIAL ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

COLTON GROOME FINANCIAL ADVISORS, LLC
Jan 2010 – present
VALMARK ADVISERS, INC.
Jan 2010 – Aug 2018
ASHEVILL, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 8, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COLTON GROOME FINANCIAL ADVISORS, LLC
CRD 128365 · SEC 801-113274
AUM
$351M
Regulatory assets under management
Employees
15
843 client accounts
Services offered by COLTON GROOME FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at COLTON GROOME FINANCIAL ADVISORS, LLC →
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Frequently Asked Questions

What services does Matthew Lindsay Groome offer?
Matthew Lindsay Groome specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ASHEVILLE, North Carolina for a consultation.
What are Matthew Lindsay Groome's credentials?
Matthew Lindsay Groome holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Lindsay Groome located?
Matthew Lindsay Groome is based in ASHEVILLE, North Carolina, working with COLTON GROOME FINANCIAL ADVISORS, LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.
How does Matthew Lindsay Groome charge for services?
Matthew Lindsay Groome's firm is compensated through percentage of aum, hourly charges, subscription fees, other: fee based on various factors - see part 2 of form adv.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLTON GROOME FINANCIAL ADVISORS, LLC?
COLTON GROOME FINANCIAL ADVISORS, LLC has approximately 15 employees and manages $351M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COLTON GROOME FINANCIAL ADVISORS, LLC

Colin Svend Larsen
ASHEVILLE, NC
CFP
George Tatum Groome
ASHEVILLE, NC
CFP
George Morrow Groome
ASHEVILLE, NC
ChFC
Taylor Marks Bell
ASHEVILLE, NC

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Nearby cities in North Carolina
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Research
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