Matthew John Elmore
Investment adviser representative at Sargent Investment Group
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 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 fee
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.
- Sargent Investment Group, LLCMar 2024 to now
- T.M. Wealth ManagementSep 2022 to Mar 2024
- Ameriprise Financial Services, LLCMar 2015 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MD).
Sargent Investment Group
Legal name: Sargent Investment Group, LLC
$1.5BAssets managed
407Clients
14Advisers
8 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
- 5099824
- Firm CRD
- 297499