Matthew Raher (CRD# 4981437) is an Investment Advisor Representative working at Birchcroft Investments, LLC in Cambridge, MA and has over 7 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carvana Company | Framingham, MA | Sep 2023 - Current | < 1 |
| Birchcroft Investments, LLC | Cambridge, MA | Mar 2009 - Current | 15 |
| Toonces Home Services | Leominster, MA | Jan 2007 - Dec 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management1MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$533,546
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
MA
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