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Matthew Carreras

NEW England Capital Financial Advisors LLC

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About Matthew Carreras

Matthew Carreras is a financial advisor at New England Capital Financial Advisors LLC in South Meriden, CT. Matthew has been in the financial services industry since 1993 and is registered with the state of Connecticut. Matthew is a Registered Investment Advisor and specializes in working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Matthew has a Series 63, Series 65 and a Series 7 license. Matthew also manages real estate investments through Wellspring Group LLC.

Firm Information

Matthew Carreras is currently registered with NEW England Capital Financial Advisors LLC. NEW England Capital Financial Advisors LLC is an investment advisor registered with the SEC and located in South Meriden, Connecticut. The firm offers financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and advisory services for high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. They manage approximately $528 million in assets for over 2,700 accounts.
NEW England Capital Financial Advisors LLC

79 MAIN STREET

SOUTH MERIDEN, CT 06451-5118

$528.84M

Assets Under Management

1,127

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Carreras’s Registration & Firm History

CT

04/30/2023 - Present

NEW England Capital Financial Advisors LLC (SOUTH MERIDEN CT)

MD

05/26/1993 - 02/26/1996

BT SECURITIES CORPORATION (BALTIMORE MD)

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Licenses & Designations

IA

Issued 09/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/18/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Carreras.
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