Matthew GreekeCRD Number: 6232907
Current Firm: Fidelity Personal And Workplace Advisors
Matthew Greeke (CRD# 6232907) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 8 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Investments||Merrimack, NH||Jul 2013 - Current||8|
|Saint Anselm College||Manchester, NH||Aug 2011 - May 2013||1|
|Extra Innings||Middleton, MA||May 2010 - Aug 2012||2|
|Montagne Communications||Manchester, NH||Jan 2012 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2015|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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