Matthew Heath, financial advisor Salem MA

Matthew Heath

CRD Number: 5473501
Current Firm: Cabot Wealth Management

Matthew Heath (CRD# 5473501) is an Investment Advisor Representative working at Cabot Wealth Management in Salem, MA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Emc Hopkington, MA Aug 2014 - Mar 2015 < 1
Unemployed Hamilton, MA Jan 2014 - Jul 2014 < 1
John Hancock Funds, LLC Boston, MA Oct 2012 - Jan 2014 1
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Matthew W. Heath
Phone Number: 978-745-9233
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    760
    MILLIONS
  • Total Number of Accounts
    1,661
    ACCOUNTS
  • Average Account Value
    $457,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, CA, CT, DE, FL, GA, IL, IN, LA, MA, ME, MN, NC, NE, NH, NJ, NY, OH, PA, TX, VA, VT, WI

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