Matthew Giuttari (CRD# 7631599) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Svb Wealth LLC | Boston, MA | Sep 2022 - Current | 1 |
| Silicon Valley Bank/boston Private Bank & Trust Company | Boston, MA | May 2021 - Sep 2022 | 1 |
| Connecticut College | New London, CT | Aug 2018 - May 2022 | 3 |
| Ri State Government | Providence, RI | Jun 2020 - Aug 2020 | < 1 |
| Mg Commercial Real Estate | Providence, RI | Jun 2019 - Aug 2019 | < 1 |
| The Loomis Chaffee School | Windsor, CT | Sep 2014 - Jun 2018 | 3 |
| Pilgrim High School | Warwick, RI | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- MA
-
Total Assets Under Management6,630MILLIONS
-
Total Number of Accounts4,835ACCOUNTS
-
Average Account Value$1,371,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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