Matthew Valentine, financial advisor Wellesley MA

Matthew Valentine

CRD 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.

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Origin Financial
Company Name Location Dates Years
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
Contact Info for Matthew G. Valentine
Phone Number: (781) 239-1188
Registered State(s):
  • MA
  • VA
By the Numbers
  • Total Assets Under Management
    10,404
    MILLIONS
  • Total Number of Accounts
    11,346
    ACCOUNTS
  • Average Account Value
    $916,974
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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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