MATTHEW JOSEPH FELTEN is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with CBIZ FINANCIAL SOLUTIONS, INC., CBIZ INVESTMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, LLC | 2018-08-09 | present | Yes |
| CBIZ FINANCIAL SOLUTIONS, INC. | 2008-05-05 | present | Yes |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2007-09-06 | — |
| MORGAN STANLEY DW INC. | 2006-10-05 | 2007-04-02 | — |