Matthew Dunn, financial advisor West Springfield MA

Matthew Dunn

CRD Number: 5880659
Current Firm: Foundations Investment Advisors LLC

Matthew Dunn (CRD# 5880659) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in West Springfield, MA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Foundations Investment Advisors, LLC Scottsdale, AZ Feb 2017 - Current 7
Financial Resource Partners Worcester, MA Sep 2011 - Current 12
Ameritas Life Insurance Corp Lincoln, NE Jan 2011 - Current 13
Ameritas Investment Corp Lincoln, NE Jan 2011 - Jan 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Matthew J. Dunn
Phone Number: 480-626-2979
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,694
    MILLIONS
  • Total Number of Accounts
    40,472
    ACCOUNTS
  • Average Account Value
    $115,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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