Matthew Greenan (CRD# 5635034) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Raleigh, NC and has over 15 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2022 - Current | 1 |
| Kestra Financial, Inc. | Raleigh, NC | Nov 2020 - Jun 2022 | 1 |
| Canvasback Wealth Management | Garner, NC | Nov 2020 - Jun 2022 | 1 |
| Tiaa | Durham, NC | Oct 2015 - Nov 2020 | 5 |
| Tiaa-cref Individual & Institutional Services, LLC | Durham, NC | Oct 2015 - Nov 2020 | 5 |
| Unemployed | Cary, Nc, NC | Apr 2015 - Sep 2015 | < 1 |
| Td Ameritrade, Inc. | Cary, NC | Feb 2012 - Apr 2015 | 3 |
| Amerivest Investment Management, LLC | Cary, NC | Feb 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2009 |
- NC
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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