Matthew Dellovo, financial advisor Boston MA
89 score

Matthew Dellovo

CRD Number: 6335730
Current Firm: Bfa Wealth Management

Matthew Dellovo (CRD# 6335730) is an Investment Advisor Representative working at Bfa Wealth Management in Boston, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bfa Wealth Management, LLC Boston, MA Jun 2015 - Current 1
Mjd Partners, LLC Boston, MA Jan 2015 - Current 1
Ferris Capital, LLC Marlborough, MA May 2014 - May 2015 1
Clm Media, Inc. Worcester, MA Mar 2002 - Apr 2014 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Matthew J. Dellovo
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $146,180
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
  • Other
Types of Clients
Registered States

MA

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BADGES
89
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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