Matthew Colwell, financial advisor Durham NC

Matthew Colwell

CRD 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 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Service LLC Durham, NC Dec 2018 - Current 5
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Matthew T. Colwell
Phone Number: 617-563-7000
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
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
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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