Matthew Costa (CRD# 6661537) is an Investment Advisor Representative working at Woodside Wealth Management in Framingham, MA and has over 7 years of experience in the finance industry. Matthew Costa 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# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodside Wealth Management | Framingham, MA | Nov 2015 - Current | 8 |
| Woodside Wealth Management | Framingham, MA | Nov 2015 - May 2016 | < 1 |
| Verizon | Boston, MA | Jul 2014 - Oct 2015 | 1 |
| Boston University | Boston, MA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- MA
- NY
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Total Assets Under Management196MILLIONS
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Total Number of Accounts381ACCOUNTS
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Average Account Value$515,114
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, MA, ME, NH, NY, TX
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