MC
Matthew Christopher Daugherty
CRD 4433690
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Balanced Wealth Group Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Balanced Wealth Group Llc
Ceo/President / Managing Member · 50% – 75% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗