Matthew Nurnberger (CRD# 7427431) is an Investment Advisor Representative working at Lpl Financial LLC in Auburndale, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Auburndale, MA | May 2023 - Current | 1 |
| The Village Bank | Auburndale, MA | May 2023 - Current | 1 |
| The Village Bank | Auburndale, MA | Aug 2021 - May 2023 | 1 |
| Lpl Financial LLC | Auburndale, MA | Aug 2021 - May 2023 | 1 |
| Russell's Garden Center | Wayland, MA | Apr 2021 - Jun 2021 | < 1 |
| Wu Rosen Associates | Boston, MA | Aug 2020 - Jan 2021 | < 1 |
| Isenberg School Of Management, Umass Amherst | Amherst, MA | Sep 2018 - May 2020 | 1 |
| West Suburban Ymca | Newton, MA | Jul 2019 - Jan 2020 | < 1 |
| Boston Roofing | Boston, MA | May 2018 - Sep 2018 | < 1 |
| Massachusetts Bay Community College | Wellesley, MA | Sep 2017 - Apr 2018 | < 1 |
| Newton South High School | Newton, MA | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- MA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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