Matthew Hughes (CRD# 7393665) is an Investment Advisor Representative working at Eagle Strategies LLC in Hanover, MA and has 1 year of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Hanover, MA | Jul 2023 - Current | < 1 |
| Creative Wealth Solutions And Insurance Services, LLC | Hanover, MA | Apr 2022 - Current | 2 |
| Nylife Securities LLC | Hanover, MA | Dec 2021 - Current | 2 |
| New York Life Insurance Company | Hanover, MA | Jun 2021 - Current | 2 |
| Creative Wealth Solutions | Hanover, MA | Jan 2021 - Jun 2021 | < 1 |
| Endicott College | Beverly, MA | Jul 2017 - Jun 2021 | 3 |
| Roger Keith And Sons Insurance | Brockton, MA | May 2019 - Aug 2019 | < 1 |
| Granite Links Golf Course | Quincy, MA | May 2018 - Aug 2018 | < 1 |
| Hanover Hugh School | Hanover, MA | Jul 2013 - Jul 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- MA
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.