Matthew
Dodd
Elevated Capital Advisors, LLC
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About this Advisor
Matthew Dodd is a financial advisor based in Draper, Utah, working with Elevated Capital Advisors, LLC. Matthew has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Infinity Advisory Group, Massmutual, Mml Investors Services, LLC, New York Life Insurance Co, Nylife Securities LLC, Mutual Of Omaha Investor Services, Mutual Of Omaha Insurance Company, Lucas Retirement Group, and Elevated Retirement Group. Matthew has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Matthew is part of Elevated Capital Advisors, LLC, which operates out of Draper, Utah. The firm has 10 employees and manages assets totaling $375.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Elevated Capital Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Elevated Capital Advisors, LLC Brokerage Details
$375,281,037
10
2,382
$157,549
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Dodd Work History
Lucas Retirement Group
Elevated Retirement Group
Mutual Of Omaha Investor Services
Mutual Of Omaha Insurance Company
New York Life Insurance Co
Nylife Securities LLC
Mml Investors Services, LLC
Massmutual
Merrill Lynch, Pierce, Fenner & Smith Inc
Infinty Advisory Group
Disclosures
Please visit the SEC profile of Matthew Dodd 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 Elevated Capital Advisors, LLC
Draper, UT
Draper, UT
Overland Park, KS
Overland Park, KS
Overland Park, KS
Newnan, GA
Draper, UT
Murrieta, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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