Matthew Smith (CRD# 3209342) is an Investment Advisor Representative working at Santander Securities in Boston, MA and has over 24 years of experience in the finance industry. Matthew Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elms College | Chicopee, MA | Jan 2022 - Current | 2 |
| Santander Securities, LLC | Dorchester, MA | Mar 2020 - Current | 4 |
| Santander Bank, Na | Boston, MA | Sep 2018 - Current | 5 |
| Santander Securities, LLC | Dorchester, MA | Apr 2014 - Mar 2020 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
- MA
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Total Assets Under Management2,130MILLIONS
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Total Number of Accounts9,813ACCOUNTS
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Average Account Value$217,092
- A percentage of assets under your management
- Financial planning services
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- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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