Matthews Salem (CRD# 7682647) is an Investment Advisor Representative working at Sentinel Asset Management, LLC in Wallingford, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sentinel Asset Management, LLC | Wallingford, CT | Oct 2022 - Current | 1 |
| Bankers Life | Milford, CT | Mar 2022 - Oct 2022 | < 1 |
| Self Employed And Student | New Haven, CT | Jan 2020 - Mar 2022 | 2 |
| Universal Hotel Liquidators | West Haven, CT | Oct 2018 - Jan 2020 | 1 |
| Gateway Community College | New Haven, CT | Oct 2017 - Jan 2020 | 2 |
| Penn Foster Hs | Scranton, PA | Oct 2016 - Oct 2017 | 1 |
| Brooks School | North Andover, MA | Sep 2014 - Sep 2016 | 2 |
| Tolland Hs | Tolland, CT | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- CT
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts332ACCOUNTS
-
Average Account Value$84,206
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CT
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