Matthew Peterson (CRD# 7148155) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Medway, MA and has 1 year of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2023 - Current | 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | Dec 2022 - Current | 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | Dec 2022 - Current | 1 |
| Charles River Bank | Mendon, MA | Jan 2022 - Current | 2 |
| Cambridge Investment Research Inc. | Fairfield, IA | Jun 2019 - Oct 2022 | 3 |
| Cambridge Investment Research Inc. | Fairfield, IA | Jun 2019 - Oct 2022 | 3 |
| Southern New Hampshire University | Manchester, NH | Sep 2017 - Jul 2022 | 4 |
| Charles River Bank | Medway, MA | Nov 2017 - Dec 2021 | 4 |
| Charles River Bank | Medway, MA | Oct 2016 - Nov 2017 | 1 |
| Sears Roebuck | North Attleborough, MA | Jul 2016 - Oct 2016 | < 1 |
| Bayside Distributors, LLC | Holliston, MA | May 2016 - Jun 2016 | < 1 |
| United Parcel Service | Ashland, MA | Feb 2015 - Jun 2016 | 1 |
| United Parcel Service | Norwood, MA | Dec 2015 - Dec 2015 | < 1 |
| Roger Williams University | Bristol, RI | Sep 2013 - Nov 2015 | 2 |
| Roger Williams University | Bristol, RI | May 2015 - Aug 2015 | < 1 |
| Roger Williams University | Bristol, RI | Jun 2014 - Aug 2015 | 1 |
| The Adirondack Club | Franklin, MA | Jun 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- MA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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