Matthew
Diebolt

Allworth Financial, L.P

CRD#5176336
Investment Advisor
in Gulf Breeze, FL

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About this Advisor

Matthew Diebolt is a financial advisor based out of Gulf Breeze, Florida. Diebolt is on the advisory team at Allworth Financial, L.P. Their career trajectory has included roles at Delta Air Lines, U.S. Navy Reserve, U.S. Navy and Allworth Financial Dba Raa. Diebolt has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Allworth Financial, L.P is a financial advisory company operating out of Folsom, CA. The firm has offices in 26 locations and a total of 343 employees. It administers $15 billion in total assets across its 49,892 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 49,892 client accounts, 23% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees typically are based on the type of services. However, fee types charged by Allworth Financial, L.P can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1142 Seabreeze Lane
Gulf Breeze, FL 32563

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Allworth Financial, L.P Brokerage Details

Total Assets Under Management

$14,880,814,526

FL Average: $7,578,581,321
Total Number of Employees

343

FL Average: 43
Total Number of Accounts

49,892

FL Average: 3,727
Average Account Size

$298,261

FL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Matthew Diebolt Work History

Matthew has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Allworth Financial Dba Raa

2017 - Present (7 years)

Delta Air Lines

2017 - Present (7 years)

U.S. Navy Reserve

2007 - 2017 (10 years)

U.S. Navy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Diebolt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allworth Financial, L.P

Vincent Malinowski
Sacramento, CA
Bruce Killips
Sacramento, CA
Maria Foppiano
Folsom, CA
Sam Degreen
Scottsdale, AZ
Adam Kint
Sacramento, CA
Paul Culbertson
Houston, TX
Amy Priar
Folsom, CA
Jodee Deutsch
Folsom, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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