Matthew
Anderson

1St Global Advisors Inc

CRD#5104150
Investment Advisor
in San Diego, CA
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About this Advisor

Matthew Anderson is a certified financial planner based out of San Diego, California, with a total of 10 years of financial industry experience. Anderson works at 1St Global Advisors Inc. The advisor has gained experience at Gwn Securities Inc, Tdameritrade Inc, Ucsd Extension, Tuttle Wealth Management, LLC, 1St Global Capital Corp, 1St Global Advisors, Inc, Rawdin-Baron Financial, Inc and 1St Global Insurance Services, Inc. Anderson holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in California. 1St Global Advisors Inc is a registered investment company that has its headquarters in San Diego, California. The firm has offices in 436 locations and a total of 1,049 advisors. It controls $10 billion in assets between its 28,955 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 29 charities and foundations. Of its 28,955 client accounts, just 9% belong to high-net-worth investors who have greater than $1 million in assets available to invest. 1St Global Advisors Inc offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services are provided. Fees charged by 1St Global Advisors Inc most likely include some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Disclosures

No

Office Location

4747 Morena Boulevard Suite 102
San Diego, CA 92117

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1St Global Advisors Inc Brokerage Details

Total Assets Under Management

$9,997,015,164

CA Average: $3,042,739,679
Total Number of Employees

1,049

CA Average: 49
Total Number of Accounts

28,955

CA Average: 2,315
Average Account Size

$345,260

CA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Matthew Anderson Work History

Matthew has 10 years of experience.

2015 - Present (4 years)

Rawdin-Baron Financial, Inc

2015 - Present (4 years)

1St Global Insurance Services, Inc

2015 - Present (4 years)

1St Global Capital Corp

2015 - Present (4 years)

1St Global Advisors, Inc

2013 - 2015 (2 years)

1St Global Capital Corp

2013 - 2015 (2 years)

1St Global Advisors, Inc

2012 - 2013 (1 year)

Tuttle Wealth Management, LLC

2010 - 2012 (2 years)

Tdameritrade Inc

2009 - 2015 (6 years)

Ucsd Extension

2008 - 2010 (2 years)

Gwn Securities Inc

Disclosures

Matthew Anderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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