Unclaimed Profile

Matthew Philip Amos

PROFESSIONAL FINANCIAL ADVISORS, INC.·NEW CUMBERLAND, Pennsylvania

SIE, Series 7, Series 26, Series 6334 years registeredPROFESSIONAL FINANCIAL ADVISORS, INC.

502 BRIDGE ST, NEW CUMBERLAND, PA 17070CRD# 1177946Firm CRD# 119910

Profile Verification

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

Identity

Matthew Philip Amos · NEW CUMBERLAND, PA

Registration

CRD #1177946 · PROFESSIONAL FINANCIAL ADVISORS, INC. · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROFESSIONAL FINANCIAL ADVISORS, INC.

PROFESSIONAL FINANCIAL ADVISORS, INC.

Jan 1992 – Nov 2019

CAMP HILL, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 26

Series 63

Registration record

First registered · January 31, 1992

Years registered · 34

Disclosure History

2019Regulatory·Final

2018Employment Separation After Allegations

2016Judgment / Lien

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PROFESSIONAL FINANCIAL ADVISORS, INC.

CRD 119910 · SEC 801-80843

AUM

$158M

Regulatory assets under management

Employees

1,376 client accounts

Services offered by PROFESSIONAL FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PROFESSIONAL FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Philip Amos offer?

Matthew Philip Amos specializes in Financial Planning, Investment Management.

What are Matthew Philip Amos's credentials?

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

Where is Matthew Philip Amos located?

Matthew Philip Amos is based in NEW CUMBERLAND, Pennsylvania, last registered with PROFESSIONAL FINANCIAL ADVISORS, INC..

How does Matthew Philip Amos charge for services?

Matthew Philip Amos'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 PROFESSIONAL FINANCIAL ADVISORS, INC.?

PROFESSIONAL FINANCIAL ADVISORS, INC. has approximately 6 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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