Matthew Chester (CRD# 6174330) is an Investment Advisor Representative working at Tableaux Wealth in Stockbridge, MA and has over 10 years of experience in the finance industry. Matthew Chester has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4397867
Commonwealth Financial Network
CRD# 1360089
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3149349
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tableaux Wealth | Stockbridge, MA | Oct 2022 - Current | 1 |
| Tcwp LLC | Stockbridge, MA | May 2021 - Oct 2022 | 1 |
| Rbc Capital Markets, LLC | Pittsfield, MA | Mar 2013 - May 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- MA
- NY
- VT
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts301ACCOUNTS
-
Average Account Value$300,224
- 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
MA, NY, VT
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