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Matthew Mitchell Krycinski

Advisor at D.A. Davidson & Co. — Bedford, VA

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Bedford, VA 24523

D.A. Davidson & Co. logo

D.A. Davidson & Co.

Enterprise

Total advisors

686

Across 163 offices

Clients per advisor

99 High

Avg AUM per client

$552,040 Typical

HNW client ratio

27% High

About

Matthew Krycinski is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Investment Services and Bb&T Securities. Outside of his advisory role, he is a partner in a real estate business focusing on rental property acquisition and management. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Client services

Based on D.A. Davidson & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on D.A. Davidson & Co.

Wealth management Retirement income strategy

Occupation focus

Based on D.A. Davidson & Co.

Founder/Business Owner Executive

Demographic focus

Based on D.A. Davidson & Co.

HENRY (High Earners, Not Rich Yet) Established Professionals

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Fee options

Commissions

Brokerage services include commissions; Financial Advisors receive a percentage of production (25%-51%) based on revenue generated including commissions and fees.

Other

Account minimum: $20,000,000 Fee-only: Financial Planning Services fees are negotiable and generally range from $1,500 to $15,000 or more depending on complexity and nature of services.

Location

See office

Bedford, VA

One Cedar Hill Ct

Bedford VA 24523

Advisors at this office

2

Most active in

Texas · Virginia

Work history

22 years of industry experience

D.A. Davidson & Co.

2021 - Present • 5 years

Bedford, VA

Truist Investment Services, INC.

2021 - 2021 • 1 year

Bedford, VA

Bb&T Securities, Llc

2013 - 2021 • 8 years

Bedford, VA

Scott & Stringfellow, Llc

2010 - 2013 • 3 years

VA

Morgan Stanley

2009 - 2010 • 1 year

Bedford, VA

Citigroup Global Markets

2007 - 2009 • 2 years

Bedford, VA

Signator Investors, Inc.

2004 - 2007 • 3 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John M

Series 65

Forest, VA

City Capital Management L.L.C.

John Martin is a financial advisor with City Capital Management L.L.C., holding a Series 65 designation and 21 years of industry experience. He has been with City Capital Management since 2000, serving as the firm's sole advisor. City Capital Management provides investment supervisory and portfolio management services primarily to individuals and corporate entities. The firm employs a combination of fundamental equity research and technical price charting and invests across various securities, maintaining client accounts through Charles Schwab.

Passive / index investing Options & derivatives strategies Active portfolio management
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Laura O

Series 65

Forest, VA

Investment Leadership, LLC

Laura O'neil is a financial advisor at Investment Leadership, LLC with 5 years of industry experience. She holds a Series 65 designation and has worked at Investment Leadership since 2013. Outside of advising, she is an administrative and office manager for Shamrock Construction Enterprises, Inc., a residential construction company. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm serves both high-net-worth and non-HNW clients, using a mix of fundamental and technical analysis with a macroeconomic overlay to construct individualized asset allocation guidelines and investment policy statements.

Multi-generational wealth transfer
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Gerard S

CFP®, Series 63, Series 65

Forest, VA

Investment Leadership, LLC

Gerard Swienton is a CFP® with 41 years of industry experience, currently serving as a managing partner at Investment Leadership, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He participates in the Finance Council of St. Thomas More Church in Lynchburg, VA. Investment Leadership provides portfolio management, financial planning, and consulting services to individuals, trusts, foundations, endowments, and corporations. The firm employs a mix of fundamental and technical analysis with a macroeconomic overlay to create customized asset allocation strategies and offers both discretionary and non-discretionary account management.

Multi-generational wealth transfer
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Michael K

ChFC®, Series 63

Forest, VA

Integrity Financial Advisors, LLC

Michael Koontz is a ChFC® credentialed financial advisor with over 51 years of industry experience. He currently works at Integrity Financial Advisors, LLC and has held prior roles at Jewell Financial Services, Prosperity Wealth Management, and Fortune Financial Services. In addition to his advisory work, he is involved in telemedicine services related to health care insurance. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm utilizes an affiliated investment manager’s ETF-based, model-driven asset allocation strategies to align client risk tolerance with planning goals.

Passive / index investing Wealth management
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Robert W

CFP®, Series 65

Forest, VA

Selective Wealth Management, Inc.

Robert Wigfield is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Selective Wealth Management, Inc. since 2020 and previously held roles at BirdDog Group, LLC, Synopsys, Inc., and Liberty University. Selective Wealth Management, Inc. serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

General retirement planning Roth conversion strategy Tax-loss harvesting Charitable giving & philanthropy Active portfolio management
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Andrew N

CFP®, Series 66

Forest, VA

Selective Wealth Management, Inc.

Andrew Neiderer is a CFP® and holds a Series 66 license with ten years of industry experience. He has worked at Selective Wealth Management, Inc. since 2021, following roles at MontVue Capital Management and Lane, Staley & Associates - Ameriprise Financial Services. Selective Wealth Management serves a diverse client base, including high-net-worth individuals, family offices, and institutional clients, providing comprehensive wealth management services. The firm emphasizes portfolios built around U.S. stocks, fixed income, and income-producing physical assets, employing fundamental analysis, an approved securities list, and technology tools such as artificial intelligence to support research and client delivery.

General retirement planning Roth conversion strategy Tax-loss harvesting Charitable giving & philanthropy Active portfolio management
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