Matthew Rich is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with ACCESS FINANCIAL SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | 2025-09-23 | present | Yes |
| CARLSON CAPITAL MANAGEMENT, LLC | 2017-08-21 | 2021-07-22 | — |