Matthew Smith, financial advisor Boston MA

Matthew Smith

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew P. Smith
Phone Number: 617-563-7000
Firm Website: http://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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