Matthew
Schmidt

Phillips And Company Advisors LLC

CRD#2776776
Investment Advisor
in Portland, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Matthew Schmidt is a financial advisor based in Portland, Oregon with 10 years of industry experience. Schmidt is an employee of Phillips And Company Advisors LLC. They have been an employee of Phillips And Company Advisors Llc for their total career. Schmidt holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Alaska, Arizona, California, Colorado, Indiana, Iowa, Kansas, Minnesota, Missouri, Montana, North Carolina, Oregon, South Dakota, Texas, Utah and Washington. Phillips And Company Advisors LLC is a financial advisory company that has its headquarters in Portland, OR. It has $1 billion in assets among its 1,211 customer accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advisory services to 10 charities and foundations. Of its 1,211 customer accounts, just 5% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company offers 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 other services. Fees charged by financial advisors vary depending on the services offered. Fees billed by Phillips And Company Advisors LLC likely include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

521 Sw 11Th Avenue Suite 200
Portland, OR 97205

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Phillips And Company Advisors LLC Brokerage Details

Total Assets Under Management

$1,171,903,143

OR Average: $1,120,203,312
Total Number of Employees

21

OR Average: 50
Total Number of Accounts

1,211

OR Average: 1,309
Average Account Size

$967,715

OR Average: $855,770

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
  • Other

Matthew Schmidt Work History

Matthew has been registered as a financial advisor for 10 years.*

1996 - Present (28 years)

Phillips & Company Securities Inc

*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 Schmidt 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 Phillips And Company Advisors LLC

Margaret Mckay
Portland, OR
Daniel Colwill
Portland, OR
Stacy Noll
Portland, OR
Steven Thomas
Portland, OR
George Myers
Portland, OR
Chad Parlow
Portland, OR
Michael Hardy
Portland, OR
Mark Loewen
Portland, OR

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started