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Matthew A Aurelia

Fidelity Distributors Co. LLC

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About Matthew A Aurelia

Matthew Aurelia is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Fidelity Distributors Co. LLC and has been with them since November 2007. Prior to joining Fidelity Distributors Co. LLC, Matthew worked at a number of other financial institutions, including Principal Funds Distributor, Inc., Princor Financial Services Corporation, PNC Investments and J.J.B. Hilliard, W.L. Lyons, Inc. Matthew is a licensed Series 6, 7, 63 and 66 representative and holds the SIE designation.

Firm Information

Matthew Aurelia is currently registered with Fidelity Distributors Co. LLC. Fidelity Distributors Co. LLC is a Limited Liability Company formed in January 2020. The firm is registered in all 50 states and the District of Columbia. It has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

137

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Matthew Aurelia’s Registration & Firm History

RI

11/01/2007 - Present

Fidelity Distributors Co. LLC (SMITHFIELD RI)

IA

04/30/2007 - 10/01/2007

PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)

NY

09/23/2005 - 10/01/2007

PRINCOR FINANCIAL SERVICES CORPORATION (PURCHASE NY)

PA

01/01/2004 - 04/13/2005

PNC INVESTMENTS (PITTSBURGH PA)

KY

09/04/2003 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

ME

02/05/2003 - 06/23/2003

BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)

RI

10/12/1999 - 12/13/2002

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 03/16/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2002

Series 7 - General Securities Representative Examination

BC

Issued 10/11/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew A Aurelia.
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