Matthew Dorchak
Investment adviser representative at Cary Street Partners
14 yearsExperience
3 statesRegistered in
$10.3BFirm assets
21 yearsFirm in business
Are you Matthew Dorchak? 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 feePerformance-basedOther
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
14 years in the industry.
- Cary Street PartnersApr 2025 to now
- Cary Street Partners Investment Advisory LLCMar 2025 to now
- Keene & Associates, Inc.Nov 2012 to Mar 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Cary Street Partners
Legal name: Cary Street Partners Investment Advisory LLC
$10.3BAssets managed
6,988Clients
118Advisers
21 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
- 6135565
- Firm CRD
- 128545