Matthew Tripodi (CRD# 7159825) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lake Hopatcong, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Lavish Financial Planning
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Merrimack, NH | Jun 2021 - Current | 3 |
| Homebridge Financial Services | Iselin, NJ | Mar 2020 - May 2021 | 1 |
| Securevest Financial Group | Morristown, NJ | Jun 2019 - Jan 2020 | < 1 |
| Rowan University | Glassboro, NJ | Sep 2017 - May 2019 | 1 |
| Planitroi | Denville, NJ | Jun 2018 - Aug 2018 | < 1 |
| Unemployed | Lake Hopatcong, NJ | May 2017 - Sep 2017 | < 1 |
| County College Of Morris | Randolph, NJ | Sep 2014 - May 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- NJ
- 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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