Matthew Hickey (CRD# 7806605) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Johnson City, TN and has 1 year of experience in the finance industry.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Johnson City, TN | Sep 2023 - Current | < 1 |
| East Tennessee State University | Johnson City, TN | May 2020 - Sep 2023 | 3 |
| Fidelity Investments | Johnson City, TN | May 2023 - Aug 2023 | < 1 |
| Tvr Mls | Gray, TN | Dec 2022 - May 2023 | < 1 |
| The Fresh Market | Johnson City, TN | Jul 2022 - Dec 2022 | < 1 |
| Lowes | Johnson City, TN | May 2022 - Jul 2022 | < 1 |
| Target | Kingsport, TN | Feb 2022 - Apr 2022 | < 1 |
| Food City | Johnson City, TN | Aug 2021 - Dec 2021 | < 1 |
| Sam's Club | Johnson City, TN | May 2021 - Jul 2021 | < 1 |
| Food City | Middlesboro, KY | Jul 2017 - Dec 2020 | 3 |
| Walters State Community College | Morristown, TN | May 2017 - May 2020 | 3 |
| Gateway Christian Highschool | Middlesboro, KY | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- TN
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.