Matthew SmithCRD Number: 6707357
Current Firm: Fidelity Personal And Workplace Advisors
Matthew Smith (CRD# 6707357) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 4 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 Brokerage Services LLC||Westlake, TX||Dec 2016 - Current||5|
|Unemployed||Fort Worth, TX||Nov 2016 - Dec 2016||< 1|
|White Rhino Financial||Fort Worth, TX||Aug 2016 - Nov 2016||< 1|
|Unemployed||Lubbock, TX||Jun 2016 - Jul 2016||< 1|
|Texas Tech University||Lubbock, TX||Aug 2014 - May 2016||1|
|Ranch At Dovetree||Lubbock, TX||Nov 2011 - Aug 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2017|
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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