William MatteyCRD Number: 3070127
Current Firm: Fidelity Personal And Workplace Advisors
William Mattey (CRD# 3070127) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 23 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Brokerage Services LLC||Braintree, MA||Mar 2014 - Current||8|
|Unemployed||Cohasset, MA||Sep 2012 - Mar 2014||1|
|Oppenheimer & Company Inc.||Boston, MA||Sep 2011 - Aug 2012||< 1|
|Unemployed||Cohasset, MA||Jul 2011 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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