Matthew Scales (CRD# 2593610) is an Investment Advisor Representative working at Signal Ridge Capital Partners, LLC in Framingham, MA and has over 15 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signal Ridge Capital Partners | Natick, MA | Jan 2023 - Current | 1 |
| Stagecoach Investment Consulting (ia Firm) | Sudbury, MA | Sep 2019 - Dec 2022 | 3 |
| Stagecoach Investment Consulting | Sudbury, MA | Nov 2018 - Dec 2022 | 4 |
| Unemployed | Sudbury, MA | May 2018 - Nov 2018 | < 1 |
| Wellington Management Company LLP | Boston, MA | Jan 2016 - Apr 2018 | 2 |
| Wellington Management Advisers, Inc. | Boston, MA | Sep 2016 - Mar 2018 | 1 |
| Columbia Management Distributors Inc. | Boston, MA | Jul 2011 - Dec 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management91MILLIONS
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Total Number of Accounts85ACCOUNTS
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Average Account Value$1,064,799
- 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
MA, NY
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