Matthew AroestyCRD Number: 6976232
Current Firm: Fidelity Personal And Workplace Advisors
Matthew Aroesty (CRD# 6976232) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Brea, CA and has over 4 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Awm Capital, LLC
|Fidelity Brokerage Services LLC||Brea, CA||Jun 2018 - Current||4|
|Orange High School||Orange, CA||Jan 2017 - Jun 2018||1|
|Chapman University||Orange, CA||May 2014 - May 2018||4|
|Veritude||Brea, CA||May 2017 - Jul 2017||< 1|
|Cranelli's Italian Restaurant||Lone Tree, CO||May 2016 - Aug 2016||< 1|
|Mountain Vista High School||Highlands Ranch, CO||May 2010 - May 2014||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
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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