Matthew D. Poole
Investment adviser representative at Dark Horse Advisors LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$181.7MFirm assets
Are you Matthew D. Poole? 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 assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Dark Horse Advisors, LLCJan 2023 to now
- Dfpg Investments, Inc.Jul 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Dark Horse Advisors LLC
$181.7MAssets managed
179Clients
5Advisers
Under 1 yearIn 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
- 5074516
- Firm CRD
- 312741