Matthew
Doherty

Beacon Global Advisor Network, LLC

CRD#6160873
Investment Advisor
in Seattle, WA

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About this Advisor

Matthew Doherty is a financial advisor based in Seattle, Washington, working with Beacon Global Advisor Network, LLC. Matthew has previously held positions at Devere Usa Inc, Brite Advisors Usa, Inc, and Beacon Global Advisor Network. Matthew has passed the Series 65 regulatory exam and is registered to provide services in California, Connecticut, New York, North Carolina, Texas, and Washington. Currently, Matthew is part of Beacon Global Advisor Network, LLC, which operates out of Seattle, Washington. The firm has 33 offices and 48 employees. The firm manages assets totaling $291.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Beacon Global Advisor Network, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Seattle, WA

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Beacon Global Advisor Network, LLC Brokerage Details

Total Assets Under Management

$291,581,847

WA Average: $3,570,121,308
Total Number of Employees

48

WA Average: 58
Total Number of Accounts

361

WA Average: 1,608
Average Account Size

$807,706

WA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Matthew Doherty Work History

2024 - Present (1 year)

Beacon Global Advisor Network

2019 - Present (6 years)

Brite Advisors Usa, Inc

2013 - 2019 (6 years)

Devere Usa Inc

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Disclosures

Please visit the SEC profile of Matthew Doherty 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 Beacon Global Advisor Network, LLC

Jonathan Willis
Atlanta, GA
Daniel Mesa
Atlanta, GA
Ricardo Jesus
Tavira,
Jarryd Jacklin
Braselton,
Michael Jordan
Miami, FL
Matthew Hunkele
New York, NY
Mark Boyes
Dubai,

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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