Matthew Giller (CRD# 2185571) is an Investment Advisor Representative working at Farther in Wilton, CT and has over 29 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Farther Finance Advisors | Wilton, CT | Jan 2023 - Current | 1 |
Mml Investors Services, LLC | Westport, CT | Mar 2020 - Jan 2023 | 2 |
Mass Mutual Life Insurance Company | Westport, CT | Feb 2020 - Jan 2023 | 2 |
Unemployed | Wilton, CT | Jan 2020 - Feb 2020 | < 1 |
Northwestern Mutual Wealth Management Company | Westport, CT | Dec 2017 - Dec 2019 | 2 |
Northwestern Mutual Life Insurance Company | Westport, CT | Mar 2016 - Dec 2019 | 3 |
Northwestern Mutual Investment Services LLC | Westport, CT | Mar 2016 - Dec 2019 | 3 |
Pine Lane Capital Advisors | Wilton, CT | Sep 2014 - Mar 2016 | 1 |
Unemployed | Wilton, CT | Aug 2014 - Sep 2014 | < 1 |
Seedchange | San Francisco, CA | Mar 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1994 |
S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- CT
-
Total Assets Under Management2,182MILLIONS
-
Total Number of Accounts5,112ACCOUNTS
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Average Account Value$426,804
- 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
- Pension consulting services
- Publication of periodicals or newsletters
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