Matthew McKenna (CRD# 2212706) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 32 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Boston, MA | Nov 2022 - Current | 1 |
| Fidelity Charitable Services | Boston, MA | Dec 2020 - Nov 2022 | 1 |
| Unemployed | Sherborn, MA | Nov 2019 - Dec 2020 | 1 |
| Fidelity Brokerage Services | Boston, MA | Jun 2001 - Oct 2019 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- MA
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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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