MATHEW TREVOR KLODY

MATHEW TREVOR KLODY is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.

Registration history (4)

FirmFromToCurrent
ROCKEFELLER CAPITAL MANAGEMENT2025-10-01presentYes
ROCKEFELLER FINANCIAL LLC2021-03-01presentYes
WHITNELL & CO2020-11-202021-03-16
KEEBECK WEALTH MANAGEMENT2018-09-242020-06-09

More