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 17 years of experience in the finance industry.

Similar Advisors
Peter Scholtz, financial advisor Shelton CT
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Similar Advisors
Thomas Ford, financial advisor Shelton CT
Thomas L. Ford
CRD# 1613589
Lpl Financial LLC
Similar Advisors
Charles Green, financial advisor Shelton CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
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
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


Ready to hire a financial advisor? Get competitive proposals from Matthew Fortney and other advisors.
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.