Matthew Fortney, financial advisor Shelton CT
93 score

Matthew Fortney

CRD Number: 3150618
Current Firm: Lpl Financial LLC

Matthew Fortney (CRD# 3150618) is an Investment Advisor Representative working at Lpl Financial LLC in Shelton, CT and has over 17 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 2
Lpl Financial, LLC Shelton, CT Nov 2015 - Current 2
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
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: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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