Matthew Schroeder, financial advisor Danvers MA

Matthew Schroeder

CRD Number: 3260388
Current Firm: Great Point Wealth Advisors, LLC

Matthew Schroeder (CRD# 3260388) is an Investment Advisor Representative working at Great Point Wealth Advisors, LLC in Danvers, MA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Great Point Wealth Advisors, LLC Boston, MA May 2016 - Current 7
Lincoln Financial Securities Beverly, MA Jul 2012 - May 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Apr 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew D. Schroeder
Phone Number: (617) 585-0050
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    464
    MILLIONS
  • Total Number of Accounts
    1,086
    ACCOUNTS
  • Average Account Value
    $427,633
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, MA, NH, NY

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