Matthew David Medeiros
Investment adviser representative at Clelland & Company Inc
28 yearsExperience
1 stateRegistered in
$465.7MFirm assets
37 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Clelland & Company, Inc.Nov 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Clelland & Company Inc
Legal name: Clelland & Co Inc
$465.7MAssets managed
109Clients
2Advisers
37 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
- 2946332
- Firm CRD
- 105406