Matthew Richard Atkinson
Investment adviser representative at Vanguard Advisers, Inc.
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$344.6BFirm assets
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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
Experience
15 years in the industry.
- Adeline's Cup of Tea, LLCJul 2025 to now
- Vanguard Advisers, Inc.Dec 2024 to now
- The Vanguard Group, Inc.Jun 2011 to now
- Vanguard Marketing CorporationJun 2011 to now
- S.L. Nusbaum Realty CoAug 2011 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 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
- 5783630
- Firm CRD
- 106715