Matthew Kerry Poulos
Investment adviser representative at Mcf Advisors, LLC
20 yearsExperience
2 statesRegistered in
$4.7BFirm assets
22 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
20 years in the industry.
- Mcf Advisors, LLCFeb 2023 to now
- Queen City Racquet ClubSep 2021 to Feb 2023
- Ameriprise Financial Services, Inc.Mar 2006 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (KY, NC).
Mcf Advisors, LLC
$4.7BAssets managed
3,539Clients
33Advisers
22 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
- 5107904
- Firm CRD
- 130372