Matthew Poindexter (CRD# 7425488) is an Investment Advisor Representative working at Keenan Financial in Boston, MA and has over 2 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keenan Financial | Boston, MA | Jun 2021 - Current | 2 |
| Boston College | Chestnut Hill, MA | Aug 2017 - May 2021 | 3 |
| Baltimore Gas And Electric | Baltimore, MD | May 2020 - Aug 2020 | < 1 |
| Baltimore Gas And Electric | Baltimore, MD | May 2019 - Aug 2019 | < 1 |
| Severna Park Public Schools | Severna Park, MD | Aug 2010 - May 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- MA
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts1,096ACCOUNTS
-
Average Account Value$93,710
- 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
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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