Matthew A Moulton
Investment adviser representative at Signature Financial Services, Ltd
12 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$274MFirm 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
Experience
12 years in the industry.
- Signature Financial Services, LtdApr 2019 to now
- First Heartland Capital IncApr 2019 to now
- Signature Advisors GroupDec 2018 to now
- UnemployedMay 2018 to Dec 2018
- University of IllinoisAug 2014 to May 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Signature Financial Services, Ltd
$274MAssets managed
353Clients
12Advisers
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
- 7052956
- Firm CRD
- 123729