Matthew Ahern, financial advisor Scottsdale AZ
88 score

Matthew Ahern

CRD Number: 6339320
Current Firm: Strategic Advisers, Inc.

Matthew Ahern (CRD# 6339320) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Scottsdale, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Westlake, TX May 2014 - Current 2
Dinan & Company Phoenix, AZ Feb 2014 - Apr 2014 < 1
Unemployed Scottsdale, AZ Dec 2013 - Feb 2014 < 1
Arizona Bank & Trust Phoenix, AZ May 2013 - Dec 2013 < 1
Arizona State University Tempe, AZ Aug 2010 - Dec 2013 3
Pinnacle Peak Country Club Scottsdale, AZ Apr 2012 - May 2013 1
Swiss America Trading Corporation Phoenix, AZ Feb 2013 - Mar 2013 < 1
Unemployed Scottsdale, AZ Feb 2012 - Apr 2012 < 1
Orange Tree Golf Resort Scottsdale, AZ Jan 2008 - Feb 2012 4
Unemployed Scottsdale, AZ May 2004 - Jan 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
S63 Uniform Securities State Law Examination Jul 2014
Contact Info for Matthew A. Ahern
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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