Matthew
Day
Columbia Pacific Wealth Management
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About this Advisor
Matthew Day is a financial advisor operating in Seattle, Washington who has 6 years of relevant experience. Day is an advisor for Columbia Pacific Wealth Management. Over the course of their career, they have held roles at Fidelity Investments, Cpwm LLC, Cipw Service Company, LLC and Ci Columbia Pacific Private Wealth. Day maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Columbia Pacific Wealth Management is a registered investment company headquartered in Seattle, WA. The firm has offices in two locations and a total of 44 people on staff. It has $7 billion in total assets across its 6,489 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to nine charities and foundations. Of its 6,489 accounts, 25% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice largely are based on which service is offered. However, fees charged by Columbia Pacific Wealth Management can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Columbia Pacific Wealth Management Brokerage Details
$6,692,219,926
44
6,489
$1,031,318
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Day Work History
Matthew has been registered as a financial advisor for 6 years.*
Ci Columbia Pacific Private Wealth
Cipw Service Company, LLC
Cpwm LLC
Fidelity Investments
*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 Day 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 Columbia Pacific Wealth Management
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
San Francisco, CA
Seattle, WA
Seattle, WA
Seattle, WA
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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