Mathew Peter Douvikas
Investment adviser representative at Bcu Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$653.6MFirm assets
11 yearsFirm in business
Are you Mathew Peter Douvikas? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCJun 2023 to now
- Bcu Wealth Advisors, LLCSep 2022 to now
- Baxter Credit UnionOct 2020 to now
- Cuso Financial Services, LPOct 2020 to Jun 2023
- PNC BankJul 2017 to Sep 2020
- PNC InvestmentsJul 2017 to Oct 2018
- JP Morgan Chase BankMar 2016 to Jul 2017
- JP Morgan Securities LLCMar 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Bcu Wealth Advisors, LLC
$653.6MAssets managed
870Clients
15Advisers
11 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
- 4262342
- Firm CRD
- 164173