Matthew Warren Mulcock
Investment adviser representative at Dentist Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$504MFirm 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 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
13 years in the industry.
- Dentist AdvisorsApr 2018 to now
- Fidelity InvestmentsApr 2013 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Dentist Advisors
Legal name: Aquire Wealth Advisors, LLC
$504MAssets managed
768Clients
8Advisers
7 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
- 6185404
- Firm CRD
- 149559