Matthew Colello, financial advisor Bala Cynwyd PA
90 score

Matthew Colello

CRD Number: 5972763
Current Firm: Axa Advisors, LLC

Matthew Colello (CRD# 5972763) is an Investment Advisor Representative working at Axa Advisors, LLC in Bala Cynwyd, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jul 2016 - Current < 1
Mass Mutual Life Insurance Company Springfield, MA Jul 2016 - Jul 2016 < 1
Metlife Securities Inc. Philadelphia, PA Dec 2013 - Jul 2016 2
Metropolitan Life Insurance Company New York, NY Dec 2013 - Jun 2016 2
Nylife Securities LLC Berwyn`, PA May 2013 - Nov 2013 < 1
New York Life Insurance Co Berwyn, PA Apr 2013 - Nov 2013 < 1
Axa Advisors LLC New York, NY Oct 2011 - May 2013 1
Unemployed King Of Prussia, PA Dec 2010 - Oct 2011 < 1
Eastern University Wayne, PA Sep 2007 - Dec 2010 3
Jacobson Rost Chicago, IL May 2010 - Aug 2010 < 1
Lacrosse America Naperville, IL Jan 2003 - Dec 2009 6
Neuqua Valley Hs Naperville, IL Sep 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Matthew M. Colello
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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