Matthew David Sumrall
Investment adviser representative at Holland Advisory Services, Inc.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$307.7MFirm assets
Are you Matthew David Sumrall? 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Holland Advisory Services, Inc.Jan 2022 to now
- Holland Financial, Inc.Apr 2021 to now
- Holland Advisory Services, Inc.Apr 2021 to Dec 2021
- UnemployedAug 2020 to Apr 2021
- US Military - Air ForceMar 2009 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Holland Advisory Services, Inc.
$307.7MAssets managed
527Clients
11Advisers
9 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
- 7363901
- Firm CRD
- 136302