Matthew Dreier, financial advisor Simsbury CT

Matthew Dreier

CRD Number: 6945334
Current Firm: Wellspring Financial, LLC

Matthew Dreier (CRD# 6945334) is an Investment Advisor Representative working at Wellspring Financial, LLC in Simsbury, CT and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wellspring Financial LLC South Windsor, CT Apr 2018 - Current 3
Aetna Hartford, CT Apr 2012 - Apr 2018 6
Connecticut Department Of Revenue Hartford, CT Jul 2007 - Apr 2012 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew J. Dreier
Phone Number: 860-787-5064
Registered State(s):
  • CT
  • MA
  • NY
Current Firm Details
Wellspring Financial, LLC
Firm's CRD Number: 288023
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $195,207
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CT, MA, NY

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