Matthew Arey, financial advisor Falmouth ME

Matthew Arey

CRD Number: 6208714
Current Firm: Valmark Advisers, Inc.

Matthew Arey (CRD# 6208714) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Valmark Advisers, Inc. Akron, ME Mar 2017 - Current 7
Valmark Securities, Inc. Akron, OH Apr 2014 - Current 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
S65 NASAA Investment Advisors Law Examination Jan 2017
Contact Info for Matthew L. Arey
Phone Number: 800-765-5201
Firm Website: http://www.valmarkfg.com
Registered State(s):
  • CA
  • FL
  • LA
  • ME
  • NH
  • UT
By the Numbers
  • Total Assets Under Management
    7,030
    MILLIONS
  • Total Number of Accounts
    17,262
    ACCOUNTS
  • Average Account Value
    $407,229
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV, WY

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