Matthew Gerard Sebenoler
Investment adviser representative at Invicta Financial Group
14 yearsExperience
2 statesRegistered in
$371.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
14 years in the industry.
- Bdt & Associates, Inc.Mar 2025 to now
- Invicta Financial GroupMar 2025 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2025
- Wells FargoOct 2012 to Mar 2025
- Wells Fargo Advisors, LLCOct 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Invicta Financial Group
Legal name: Bdt & Associates, Inc.
$371.1MAssets managed
477Clients
13Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2616158
- Firm CRD
- 288008