Matthew QuigleyCRD Number: 6994582
Current Firm: Fidelity Personal And Workplace Advisors
Matthew Quigley (CRD# 6994582) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 4 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Fidelity Brokerage Services LLC||Merrimack, NH||Jul 2018 - Current||4|
|Brown Brothers Harriman & Company||Boston, MA||Aug 2017 - Jul 2018||< 1|
|Unemployed||Arlington, MA||May 2017 - Aug 2017||< 1|
|University Of Massachusetts||Amherst, MA||Sep 2013 - May 2017||3|
|Mortgage Network||Waltham, MA||May 2015 - Jan 2017||1|
|Arlington High School||Arlington, MA||Sep 2008 - Jun 2013||4|
|Town Of Arlington||Arlington, MA||Aug 2008 - Mar 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2018|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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