Matthew Davidson, financial advisor Wenham MA
70 score

Matthew Davidson

CRD Number: 6109812
Current Firm: Raymond James Financial Services Advisors, Inc.

Matthew Davidson (CRD# 6109812) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wenham, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Wenham, MA Oct 2014 - Current 2
Non-variable Insurance Wenham, MA Oct 2013 - Current 3
Raymond James Financial Services Wenham, ME Jun 2013 - Current 3
Calas Restaurant Manchester, MA Oct 2014 - Nov 2015 1
Northwestern Mutual Investment Services, LLC Boston, MA Oct 2012 - May 2013 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2012 - May 2013 < 1
Cambridge Masters Swim Club LLC Belmont, MA Jul 2009 - May 2012 2
Harvard University Cambridge, MA Jul 2009 - May 2012 2
Salem State College Salem, MA Jun 2003 - Aug 2009 6
Ymca Of The North Shore Beverly, MA Aug 2005 - Aug 2008 3
Wakiefield Distributors Wakefield, MA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S66 NASAA Uniform Combined State Law Examination Sep 2014
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Matthew J. Davidson
Phone Number: 727-567-5877
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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BADGES
70

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