Matthew Cassone (CRD# 7408294) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Shrewsbury, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Shrewsbury, MA | Jun 2021 - Current | 2 |
| Joes Foreign Car Repair LLC | Newington, CT | Jan 2020 - May 2021 | 1 |
| Laz Parking | Hartford, CT | Jan 2019 - Mar 2020 | 1 |
| Olympia Diner | Newington, CT | Jan 2017 - Jan 2019 | 2 |
| Newington Parks & Rec | Newington, CT | Jan 2014 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- CT
- MA
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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