Matthew Cunningham, financial advisor Westerly RI

Matthew Cunningham

CRD Number: 5298864
Current Firm: First Financial Advisory Services Inc.
Matthew Cunningham (CRD# 5298864) is an Investment Advisor Representative working at First Financial Advisory Services Inc. in Westerly, RI and has over 8 years of experience in the finance industry. Matthew Cunningham 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
Cetera Advisors LLC Westerly, RI Sep 2022 - Current 1
First Financial Advisory Services, Inc. Westerly, RI Jan 2008 - Current 16
First Allied Securities, Inc. San Diego, CA Feb 2007 - Sep 2022 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Matthew J. Cunningham
Phone Number: 401-596-0193
Registered State(s):
  • CT
  • MA
  • MI
  • RI
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    1,291
    ACCOUNTS
  • Average Account Value
    $153,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CT, FL, GA, MA, MD, ME, MI, NC, NH, NY, PA, RI, SC, TX, VA

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Data verified by both the advisor and the public regulatory data.

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