Matthew Aaron Maxcy
Investment adviser representative at Venturi Private Wealth
17 yearsExperience
1 stateRegistered in
$3.6BFirm assets
12 yearsFirm in business
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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
- Seminars and workshops
Experience
17 years in the industry.
- Venturi Private WealthJun 2020 to now
- University of Texas - M.B.A. StudentJul 2018 to May 2020
- U.S. ArmyMay 2009 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Venturi Private Wealth
Legal name: Venturi Wealth Management, LLC
$3.6BAssets managed
720Clients
20Advisers
12 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
- 7264538
- Firm CRD
- 169576