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Matthew Edward Moses

CAMELOT PORTFOLIOS, LLC·MAUMEE, Ohio
Series 65Clean record14 years registeredCAMELOT PORTFOLIOS, LLC
1700 WOODLANDS DR, MAUMEE, OH 43537CRD# 5836241Firm CRD# 145918

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Edward Moses · MAUMEE, OH
Registration
CRD #5836241 · CAMELOT PORTFOLIOS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

ONEASCENT FINANCIAL SERVICES LLC
Jan 2024 – present
CAMELOT PORTFOLIOS, LLC
Sep 2011 – Sep 2022
MAUMEE, OH
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 12, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMELOT PORTFOLIOS, LLC
CRD 145918 · SEC 801-70932
AUM
$306M
Regulatory assets under management
Employees
7
3,006 client accounts
Services offered by CAMELOT PORTFOLIOS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CAMELOT PORTFOLIOS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Edward Moses offer?
Matthew Edward Moses specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAUMEE, Ohio for a consultation.
What are Matthew Edward Moses's credentials?
Matthew Edward Moses is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Edward Moses located?
Matthew Edward Moses is based in MAUMEE, Ohio, working with CAMELOT PORTFOLIOS, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.
How does Matthew Edward Moses charge for services?
Matthew Edward Moses's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMELOT PORTFOLIOS, LLC?
CAMELOT PORTFOLIOS, LLC has approximately 7 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAMELOT PORTFOLIOS, LLC

Frank P Echelmeyer
MAUMEE, OH

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