MA
Matthew Ashley Swendiman
CRD 2849367
Chartered Financial Consultant
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Crew Capital Management, Ltd. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Alphastar Capital Management, Llc
Chief Compliance Officer · Less than 5% · Nov 2024
-
Lfg Wealth Partners, Llc
Chief Compliance Officer · Less than 5% · Oct 2024
-
Edgerock Capital Llc
Chief Compliance Officer · Less than 5% · Oct 2024
-
Platform Technology Partners Llc
Chief Compliance Officer · Less than 5% · Jun 2024
-
Strategic Wealth Investment Group, Llc
Chief Compliance Officer · Less than 5% · May 2024
-
Christian Brothers Investment Services, Inc.
Chief Compliance Officer · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗