Matthew S Sopher
Investment adviser representative at Intrack Investment Management, Inc.
11 yearsExperience
2 statesRegistered in
$275.7MFirm assets
12 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Intrack Investment Management, Inc.May 2024 to now
- Mercer A Marsh Mclennan BusinessJul 2022 to now
- The Guardian Life Insurance Company of AmericaMay 2015 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NH, VT).
Intrack Investment Management, Inc.
$275.7MAssets managed
189Clients
4Advisers
12 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
- 4820463
- Firm CRD
- 106450