Matthew Fortney, financial advisor Shelton CT
93 score

Matthew Fortney

CRD Number: 3150618
Current Firm: Northstar Wealth Partners LLC

Matthew Fortney (CRD# 3150618) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in Shelton, CT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Northstar Wealth Partners, LLC Shelton, CT Nov 2015 - Current < 1
Lpl Financial, LLC Shelton, CT Nov 2015 - Current < 1
Metlife Securities Inc. Shelton, CT Mar 2010 - Nov 2015 5
Unemployed Naugatuck, CT Sep 2009 - Mar 2010 < 1
Prudential Annuities Distributors Shelton, CT Nov 2007 - Sep 2009 1
Ast Investment Services Shelton, CT Mar 2006 - Sep 2009 3
Prudential Insurance Company Of America Shelton, CT May 2003 - Sep 2009 6
American Skandia Marketing, Inc. Shelton, CT May 1997 - Nov 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Matthew W. Fortney
Phone Number: 860-665-7737
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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