Matthew GennettiCRD Number: 6147564
Current Firm: L.m. Kohn & Company
Matthew Gennetti (CRD# 6147564) is an Investment Advisor Representative working at L.m. Kohn & Company in Hooksett, NH and has over 4 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
|L.m. Kohn & Company||Cincinnati, OH||Sep 2013 - Current||4|
|Cgi Business Solutions & Cgi Wealth Management, LLC||Hooksett, NH||Sep 2013 - Current||4|
|Bellwether Community Credit Union||Manchester, NH||Mar 2010 - Aug 2013||3|
|Boston Partners Financial Group, LLC||Andover, MA||Jan 2013 - May 2013||< 1|
|Saint Anselm College||Manchester, NH||Aug 2009 - May 2013||3|
|Hannaford||Concord, NH||Jul 2007 - Jan 2010||2|
|Amoskeag Beverages||Bow, NH||Jun 2009 - Jun 2009||< 1|
|Bow High School||Bow, NH||Aug 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2013|
|S65||NASAA Investment Advisors Law Examination||May 2014|
Total Assets Under Management1,159MILLIONS
Total Number of Accounts4,124ACCOUNTS
Average Account Value$281,059
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WV
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