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Jaclyn Marie Matsick

ABRDN INC.·PHILADELPHIA, Pennsylvania
SIE, Series 99Clean recordABRDN INC.
1900 MARKET STREET, PHILADELPHIA, PA 19103CRD# 6956232Firm CRD# 111069

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jaclyn Marie Matsick · PHILADELPHIA, PA
Registration
CRD #6956232 · ABRDN INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ABRDN INC.
CRD 111069 · SEC 801-49966
AUM
$47.2B
Regulatory assets under management
Employees
212
144 client accounts
Services offered by ABRDN INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at ABRDN INC. →
Introduction

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Frequently Asked Questions

What services does Jaclyn Marie Matsick offer?
Jaclyn Marie Matsick specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Jaclyn Marie Matsick's credentials?
Jaclyn Marie Matsick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaclyn Marie Matsick located?
Jaclyn Marie Matsick is based in PHILADELPHIA, Pennsylvania, working with ABRDN INC.. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Jaclyn Marie Matsick charge for services?
Jaclyn Marie Matsick's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: reimbursement of expenses (per part 2a). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABRDN INC.?
ABRDN INC. has approximately 212 employees and manages $47.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ABRDN INC.

Alan Robin Goodson
PHILADELPHIA, PA
Nigel Stuart Storer
PHILADELPHIA, PA
Rebecca Suzanne Nichols
PHILADELPHIA, PA
Susan Elizabeth Doyle
PHILADELPHIA, PA

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