Matthew Conley, financial advisor Covington KY

Matthew Conley

CRD Number: 7432176
Current Firm: Fidelity Personal And Workplace Advisors

Matthew Conley (CRD# 7432176) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Covington, KY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Covington, KY Aug 2021 - Current < 1
University Of Cincinnati Cincinnati, OH Jan 2018 - Aug 2021 3
Jimmy Johns Kenwood, OH May 2021 - May 2021 < 1
Equitable Advisors, Nyc Branch N/a, XX May 2020 - May 2021 1
Telluride Ski & Golf Resort Telluride, CO Nov 2020 - Feb 2021 < 1
Cincinnati Bell Cincinnati, OH Aug 2019 - Dec 2019 < 1
Picture Perfect Lawn Care Springboro, OH Jun 2018 - Aug 2018 < 1
College Painters Centerville, OH May 2018 - May 2018 < 1
University Of South Carolina Columbia, SC Aug 2017 - Dec 2017 < 1
Unemployed Centerville, OH Jun 2017 - Aug 2017 < 1
Centerville High School Centerville, OH Aug 2014 - Jun 2017 2
Bennetts Publical Miamisburg, OH Oct 2015 - May 2017 1
Full Time Student Centerville, OH Jan 2009 - Aug 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Matthew J. Conley
Phone Number: 617-563-7000
Registered State(s):
  • KY
  • OH
  • 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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