Unclaimed Profile

Matthew Paul Witter

SFG INVESTMENT ADVISORS, INC.·DOYLESTOWN, Pennsylvania

Series 65Clean record14 years registeredSFG INVESTMENT ADVISORS, INC.

3655 ROUTE 202, SUITE 140, DOYLESTOWN, PA 18902CRD# 6018893Firm CRD# 111241

Profile Verification

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

Identity

Matthew Paul Witter · DOYLESTOWN, PA

Registration

CRD #6018893 · SFG INVESTMENT ADVISORS, INC. · 14 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Nov 2022 – present

SFG INVESTMENT ADVISORS, INC.

Jan 2018 – Dec 2022

DOYLESTOWN, PA

SHARP FINANCIAL SERVICES, LLC

Nov 2017 – Jan 2018

HORSHAM, PA

H.D. VEST ADVISORY SERVICES, INC

Mar 2016 – Dec 2017

Horsham, PA

CANON CAPITAL INVESTMENT ADVISORY

Jan 2012 – Mar 2016

HATFIELD, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 25, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SFG INVESTMENT ADVISORS, INC.

CRD 111241 · SEC 801-79813

AUM

$328M

Regulatory assets under management

Employees

640 client accounts

Services offered by SFG INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SFG INVESTMENT ADVISORS, INC. →

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DOYLESTOWN?

Browse all registered financial advisors in DOYLESTOWN, Pennsylvania or claim this profile if it's yours.

Browse DOYLESTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew Paul Witter offer?

Matthew Paul Witter specializes in Financial Planning, Investment Management. Contact their office in DOYLESTOWN, Pennsylvania for a consultation.

What are Matthew Paul Witter's credentials?

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

Where is Matthew Paul Witter located?

Matthew Paul Witter is based in DOYLESTOWN, Pennsylvania, working with SFG INVESTMENT ADVISORS, INC.. Their office serves clients in the DOYLESTOWN metropolitan area and surrounding communities.

How does Matthew Paul Witter charge for services?

Matthew Paul Witter'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 SFG INVESTMENT ADVISORS, INC.?

SFG INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →