Matthew William Santangelo
Investment adviser representative at D.A. Davidson & Co.
12 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 yearsFirm in business
Are you Matthew William Santangelo? 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 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
- Seminars and workshops
Experience
12 years in the industry.
- D.A. Davidson & Co.Aug 2023 to now
- D.A. Davidson CompaniesJun 2023 to now
- City of Spokane, Parks & RecreationJan 2023 to now
- Blueprint SportsDec 2021 to now
- Baxter Healthcare CorporationDec 2021 to May 2023
- Spokane Hoopfest AssociationApr 2014 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
D.A. Davidson & Co.
$41.8BAssets managed
70,118Clients
685Advisers
32 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
- 5500682
- Firm CRD
- 199