Matthew AhernCRD Number: 6339320
Current Firm: Fidelity Personal And Workplace Advisors
Matthew Ahern (CRD# 6339320) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 8 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||4|
|Fidelity Brokerage Services LLC||Westlake, TX||May 2014 - Current||9|
|Dinan & Company||Phoenix, AZ||Feb 2014 - Apr 2014||< 1|
|Unemployed||Scottsdale, AZ||Dec 2013 - Feb 2014||< 1|
|Arizona Bank & Trust||Phoenix, AZ||May 2013 - Dec 2013||< 1|
|Arizona State University||Tempe, AZ||Aug 2010 - Dec 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Jul 2014|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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