Mathew Degroff (CRD# 6538590) is an Investment Advisor Representative working at Mml Investors Services, LLC in Glastonbury, CT and has over 8 years of experience in the finance industry. Mathew Degroff 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 put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Glastonbury, CT | Mar 2017 - Current | 7 |
| Massachusetts Mutual Life Insurance Company | Glastonbury, CT | Jul 2016 - Current | 8 |
| Metlife | Glastonbury, CT | Aug 2015 - Mar 2017 | 1 |
| Central Connecticut Lawn | Berlin, CT | Aug 2008 - Dec 2015 | 7 |
| Bankers Life And Casualty | Farmington, CT | Mar 2015 - Jun 2015 | < 1 |
| University Of Rhode Island | Kingston, RI | Sep 2010 - Dec 2014 | 4 |
| Greysteel LLC | Bethesda, MD | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CT
- RI
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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