Matthew McDermott, financial advisor Providence RI

Matthew McDermott

CRD Number: 2956887
Current Firm: Fidelity Personal And Workplace Advisors

Matthew McDermott (CRD# 2956887) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Providence, RI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Providence, RI Apr 2017 - Current 4
Unemployed Warwick, RI Jul 2015 - Mar 2017 1
Northland Industrial Truck Company Middleboro, MA Apr 2014 - Jun 2015 1
Unemployed Warwick, RI Feb 2012 - Apr 2014 2
Susquehanna Financial Group,lllp Boston, MA Aug 2002 - Jan 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
S63 Uniform Securities State Law Examination Jul 2017
Contact Info for Matthew D. McDermott
Phone Number: 617-563-7000
Registered State(s):
  • RI
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
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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