Matthew
Anderson
Royal Alliance Associates, Inc
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About this Advisor
Matthew Anderson is a financial advisor who works out of Greenville, Ohio, with a total of 5 years of industry experience. Anderson is an employee of Royal Alliance Associates, Inc. Anderson has gained experience at Transamerica Financial Advisors, Inc, Colonial Renting & Leasing, Inc Dba Dairy Queens Of Muncie, Skyline Of Indiana, Inc Dba Skyline Chili, Baize Financial, Bay Restaurants, LLC Dba Yats, Insurance Sales, Muncie Area Youth For Christ, Baize Financial Concepts, Signator Investors, Inc and Royal Alliance Associates, Inc. Anderson maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Indiana. Royal Alliance Associates, Inc is a business operating out of Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 people on staff. It manages $30 billion in total assets across its 149,233 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 191 charitable organizations. Of its 149,233 customer accounts, just 11% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Royal Alliance Associates, Inc offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Royal Alliance Associates, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
- Educational seminars/workshops
Matthew Anderson Work History
Matthew has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
Insurance Sales
Muncie Area Youth For Christ
Baize Financial Concepts
Colonial Renting & Leasing, Inc Dba Dairy Queens Of Muncie
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Baize Financial
Bay Restaurants, LLC Dba Yats
Skyline Of Indiana, Inc Dba Skyline Chili
*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 Anderson 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 Royal Alliance Associates, Inc
Jersey City, NJ
Bellevue, WA
Spokane, WA
Mishawaka, IN
South Jordan, UT
Fort Wayne, IN
Mineola, NY
Wayland, MA
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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