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Adrian Jude Matosich

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

D.A. Davidson offers wrap fee programs where clients pay an annual fee based on the market value of assets in the client’s account for advisory and most trading execution services. The wrap fee covers investment advice, portfolio management, transaction execution, custody, account servicing, reporting, monitoring, rebalancing, and other services. It also covers fees paid to investment managers, the Davidson platform fee, and D.A. Davidson’s costs for administering the Program.

Areas of Practice
Investment Management
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Advisor Information

Office location

1101 E Main St, Suite 301, Bozeman, MT, 59715

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
D.A. Davidson & CO.
December 2016 - Present · 9 yrs 1 mo
D.A. Davidson & CO. Broker
December 2016 - Present · 9 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - December 2016 · 7 yrs 6 mos
Morgan Stanley Broker
June 2009 - December 2016 · 7 yrs 6 mos
Morgan Stanley & CO. IncorporatedBroker
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. Incorporated
May 2009 - June 2009 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - May 2009 · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 1996 - May 2009 · 12 yrs 9 mos
State Registrations30 states
AKAZCACOFLGAIAIDKYLAMAMIMNMOMTNCNDNMNVNYOHORPASCTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adrian Jude Matosich - Financial Advisor | AdvisorDiscover