Matthew Gregory (CRD# 7703738) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Redmond, WA and has 1 year of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Redmond, WA | Feb 2023 - Current | 1 |
| Unemployed | Kirkland, WA | Oct 2022 - Feb 2023 | < 1 |
| Irg Cascade Children's Therapy | Mill Creek, WA | May 2021 - Oct 2022 | 1 |
| Unemployed | Bothell, WA | Oct 2020 - May 2021 | < 1 |
| Sammamish Valley Physical Therapy & Sports Clinic | Woodinville, WA | Jul 2018 - Oct 2020 | 2 |
| Gonzaga University | Spokane, WA | Aug 2015 - May 2019 | 3 |
| Target Retail | Woodinville, WA | May 2016 - Aug 2018 | 2 |
| Zagdining By Sodexo | Spokane, WA | Sep 2015 - May 2016 | < 1 |
| Sammamish Valley Physical Therapy & Sports Clinic | Woodinville, WA | Jun 2015 - Aug 2015 | < 1 |
| Cedar Park Christian School | Bothell, WA | Sep 2011 - Jun 2015 | 3 |
| Cascade Coffee, LLC | Everett, WA | Nov 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- TX
- WA
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.