Matthew Haggerty, financial advisor Taunton MA

Matthew Haggerty

CRD Number: 6280928
Current Firm: Raymond James Financial Services Advisors, Inc.

Matthew Haggerty (CRD# 6280928) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Taunton, MA and has over 7 years of experience in the finance industry. Matthew Haggerty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Haggerty Family Revocable Trust Successor Trustee Taunton, MA Mar 2019 - Current 2
Bristol County Savings Bank Taunton, MA Feb 2018 - Current 3
Raymond James Financial Services Advisors Inc. Taunton, MA Sep 2017 - Current 4
Raymond James Financial Services, Inc. Taunton, MA Jul 2017 - Current 4
Fidelity Investments Boston, MA May 2011 - Jun 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2014
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Matthew P. Haggerty
Phone Number: 727-567-3020
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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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