Matthew Carlisle (CRD# 2094707) is an Investment Advisor Representative working at Columbia Management Investment Advisers, LLC in Boston, MA and has over 33 years of experience in the finance industry.
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
Company Name | Location | Dates | Years |
---|---|---|---|
Columbia Management Investment Advisers, LLC | Boston, MA | Oct 2023 - Current | < 1 |
Columbia Management Investment Distributors, Inc. | Charlotte, NC | Aug 2023 - Current | < 1 |
Tcw LLC | Los Angeles, CA | Feb 2016 - Aug 2023 | 7 |
Tcw Funds Distributors | Los Angeles, CA | Feb 2016 - Aug 2023 | 7 |
Franklin Templeton Financial Services Corp | St. Petersburg, FL | Dec 2010 - Feb 2016 | 5 |
Franklin/templeton Distributors, Inc. | St. Petersburg,, FL | Nov 2010 - Feb 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1990 |
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- AL
- AR
- FL
- GA
- LA
- MS
- NC
- PR
- SC
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Total Assets Under Management427,058MILLIONS
-
Total Number of Accounts5,495ACCOUNTS
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Average Account Value$77,717,484
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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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