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Matthew Alden Palmgren

Capital Analysts

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About Matthew Alden Palmgren

Matthew Alden Palmgren is a financial advisor with over 12 years of experience in the industry. He has served as a registered representative for various firms, including Raymond James & Associates, Inc., Fidelity Investments Institutional Services Company, Inc., and Carrington Investment Services, LLC. Currently, Matthew is affiliated with Capital Analysts in Worcester, MA. His areas of specialization include portfolio management for individuals and businesses, as well as pension consulting and selection of other advisors. Matthew holds Series 7, Series 63, and Series 65 licenses.

Firm Information

Matthew Palmgren is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Palmgren’s Registration & Firm History

MA

05/13/2019 - Present

Capital Analysts (Worcester MA)

MA

01/09/2017 - 05/10/2019

RAYMOND JAMES & ASSOCIATES, INC. (WORCESTER MA)

RI

11/09/2012 - 12/23/2016

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

CT

08/17/2012 - 09/21/2012

CARRINGTON INVESTMENT SERVICES, LLC (OLD GREENWICH CT)

NY

11/02/2009 - 12/31/2010

HUNTHILL CAPITAL, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/13/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/30/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Alden Palmgren.
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