Matthew Parrett (CRD# 6352006) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 9 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Financial Holdings, Inc. | Westborough, MA | Feb 2021 - Current | 3 |
| Assetmark Brokerage, LLC | Westborough, MA | Feb 2021 - Current | 3 |
| John Hancock Distributors LLC | Boston, MA | Jan 2021 - Jan 2021 | < 1 |
| John Hancock | Boston, MA | Dec 2020 - Jan 2021 | < 1 |
| W.e. Donoghue & Company, LLC | Boston, MA | Oct 2018 - Oct 2020 | 2 |
| Northern Lights Distributors, LLC | Omaha, NE | Oct 2018 - Oct 2020 | 2 |
| Nasdaq | Boston, MA | Apr 2017 - Sep 2018 | 1 |
| The Pioneer Group, Inc. | Boston, MA | Jan 2015 - Apr 2017 | 2 |
| Fidelity Brokerage Services, LLC | Merrimack, NH | Jun 2014 - Dec 2014 | < 1 |
| University Of Massachusetts Amherst | Amherst, MA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- MA
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Total Assets Under Management65,618MILLIONS
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Total Number of Accounts374,574ACCOUNTS
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Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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