Matthew O'connor, financial advisor Merrimack NH

Matthew O'connor

CRD Number: 7361880
Current Firm: Fidelity Personal And Workplace Advisors

Matthew O'connor (CRD# 7361880) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Merrimack, NH Mar 2021 - Current 1
Unemployed Beverly, MA Mar 2020 - Mar 2021 1
Oxford Global Resources Beverly, MA Feb 2020 - Mar 2020 < 1
Winterwyman 75 Federal St #720, MA Sep 2019 - Jan 2020 < 1
Boston Chauffer Beverly, MA May 2019 - Oct 2019 < 1
Barton Healthcare Staffing Peabody, MA Mar 2019 - May 2019 < 1
Complete Staffing Solutions Burlington, MA Oct 2018 - Feb 2019 < 1
Unemployed Beverly, MA Feb 2018 - Oct 2018 < 1
Umass - Amherst Amherst, MA Sep 2014 - Feb 2018 3
Umass Transit Services Amherst, MA Sep 2016 - May 2017 < 1
Umass - Amherst - Study Abroad South Africa Amherst, MA May 2016 - Aug 2016 < 1
University Of Massachusetts - Hampshire Dining Commons Amherst, MA Feb 2015 - Mar 2016 1
Arca Solutions (formerly &quot;superior Talent Resources&quot;) Williamsville, NY Feb 2016 - Feb 2016 < 1
Onset School Of Music Wakefield, MA Jan 2014 - Sep 2014 < 1
Hannaford Supermarkets Saugus, MA Jun 2012 - Sep 2014 2
Lynnfield High School Lynnfield, MA Mar 2011 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2021
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Matthew T. O'connor
Phone Number: 617-563-7000
Registered State(s):
  • MA
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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