Matthew Aroesty, financial advisor Brea CA

Matthew Aroesty

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew D. Aroesty
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
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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