Matthew ColwellCRD Number: 7050723
Current Firm: Fidelity Personal And Workplace Advisors
Matthew Colwell (CRD# 7050723) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has over 4 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Fidelity Brokerage Service LLC||Durham, NC||Dec 2018 - Current||4|
|Veritude Llc/fidelity Investments||Durham, NC||Dec 2017 - Dec 2018||1|
|Mariner Finance||Statesville, NC||Jun 2016 - Dec 2017||1|
|University Of North Carolina At Charlotte||Charlotte, NC||Aug 2012 - May 2016||3|
|Universidad De Cantabria||Santander,||May 2015 - Aug 2015||< 1|
|Harris Teeter||Charlotte, NC||Sep 2013 - Dec 2013||< 1|
|Lowe's Food||Raleigh, NC||Jun 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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