Matthew
Scarborough

Retirement Management Systems

CRD#7191345
Investment Advisor
in Lexington Park, MD

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About this Advisor

Matthew Scarborough is a financial advisor based out of Lexington Park, Maryland with a total of 4 years of relevant experience. Scarborough is currently employed by Retirement Management Systems. Their career trajectory has included roles at Pizza Di Vigna Inc, Chesapeake Watershed LTD, Vineyard Furniture LLC, Retirement Management Systems Inc, Student, Retirement Management Systems, Oak Wealth Partners Inc, Adelina LLC and Running Hare Vineyard. Scarborough maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Maryland. Retirement Management Systems is an advisory company that has its headquarters in Stevensville, MD. The firm has offices in two locations and a total of nine people on staff. It handles $1 billion in assets among its 3,777 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 3,777 client accounts, 21% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, educational seminars and other services. Fees charged by financial advisors usually are based on the type of services provided. Fee types charged by Retirement Management Systems likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

22738 Maple Road Suite 105
Lexington Park, MD 20653

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Retirement Management Systems Brokerage Details

Total Assets Under Management

$1,380,427,573

MD Average: $6,889,882,315
Total Number of Employees

9

MD Average: 45
Total Number of Accounts

3,777

MD Average: 765
Average Account Size

$365,483

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other

Matthew Scarborough Work History

Matthew has been registered as a financial advisor for 4 years.*

2020 - Present (4 years)

Oak Wealth Partners Inc

2020 - Present (4 years)

Adelina LLC

2019 - Present (5 years)

Retirement Management Systems

2019 - Present (5 years)

Running Hare Vineyard

2018 - 2020 (2 years)

Pizza Di Vigna Inc

2017 - 2020 (3 years)

Chesapeake Watershed LTD

2013 - 2016 (3 years)

Vineyard Furniture LLC

2013 - 2013 (< 1 year)

Retirement Management Systems Inc

2009 - 2019 (10 years)

Student

*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 Scarborough 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 Retirement Management Systems

John Blamphin
Stevensville, MD
Matthew Scarborough
Lexington Park, MD
Joseph Scarborough
Stevensville, MD

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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