Matthew CheneyCRD Number: 2882640
Current Firm: Macquarie Investment Management Business Trust
Matthew Cheney (CRD# 2882640) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 26 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Macquarie Investment Management||Philadelphia, PA||May 2021 - Current||2|
|Delaware Distributors, LP||Philadelphia, PA||May 2021 - Current||2|
|Ivy Distributors, Inc.||Shawnee Mission, KS||Jan 2008 - Current||15|
|Waddell & Reed, Inc.||Shawnee Mission, KS||Jan 2008 - Aug 2020||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1997|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management236,027MILLIONS
Total Number of Accounts454ACCOUNTS
Average Account Value$519,883,247
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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