Matthew
Griffith

D.A. Davidson & Co

CRD#4750728
Investment Advisor
in Seattle, WA
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About this Advisor

Matthew Griffith is a chartered financial analyst working out of Seattle, Washington, who has been in the advisory business for 11 years. Griffith currently works for D.A. Davidson & Co. Over the course of their career, Griffith has held roles at Cohen & Steers, Vulcan Capital, D.A. Davidson & Co and Russell Investments. Griffith has Series 66 and Series 63 licenses, certifying them as a securities agent, and is approved to advise clients in Washington. D.A. Davidson & Co is an advisory firm based out of Seattle, Washington. The company has offices in 67 locations and a total of 515 advisors. It controls $15 billion in assets between its 47,201 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 582 charitable organizations. Of its 47,201 accounts, 18% belong to high-net-worth clients who have more than $1 million in investable assets. D.A. Davidson & Co performs 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, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services are based on which services are offered. Fees billed by D.A. Davidson & Co most likely are comprised of some combination of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

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

Disclosures

No

Office Location

Columbia Center, 701 5Th Avenue Suite 4050
Seattle, WA 98104

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$17,105,038,923

WA Average: $2,609,029,241
Total Number of Employees

630

WA Average: 66
Total Number of Accounts

53,308

WA Average: 6,076
Average Account Size

$320,872

WA Average: $429,399

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Matthew Griffith Work History

Matthew has 11 years of experience.

2015 - Present (4 years)

D.A. Davidson & Co

2013 - 2015 (2 years)

Russell Investments

2008 - 2013 (5 years)

Cohen & Steers

2007 - 2008 (1 years)

Vulcan Capital

Disclosures

Matthew Griffith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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