Matthew ValentineCRD Number: 4958447
Current Firm: Gw & Wade, LLC
Matthew Valentine (CRD# 4958447) is an Investment Advisor Representative working at Gw & Wade, LLC in Wellesley, MA and has over 16 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Gw & Wade Asset Management Company, LLC||Wellesley, MA||Dec 2018 - Current||3|
|Gw & Wade, LLC||Wellesley, MA||Dec 2018 - Current||3|
|State Street Global Advisors Trust Company||Boston, MA||Jan 2017 - Dec 2018||1|
|State Street Global Advisors Funds Distributors, LLC||Boston, MA||Sep 2016 - Dec 2018||2|
|State Street Bank And Trust||Boston, MA||Sep 2016 - Jan 2017||< 1|
|Bha Select Network, LLC||Southborough, MA||Oct 2014 - Sep 2016||1|
|Brighton House Associates, LLC||Southborough, MA||Oct 2014 - Sep 2016||1|
|Investors Capital Corp||Lynnfield, MA||Apr 2006 - Oct 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Total Assets Under Management10,404MILLIONS
Total Number of Accounts11,346ACCOUNTS
Average Account Value$916,974
- 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)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
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