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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Charles Clark is a financial advisor with The Colony Group, LLC based in Boston, MA. Matthew has been in the industry since 2011 and is registered with the state of Arizona, California, and Missouri. His experience includes time with Charles Schwab & Co., Inc. in Phoenix, AZ, Buckingham Strategic Wealth, LLC in Clayton, MO, and The Colony Group, LLC in Boston, MA. Matthew holds Series 7, 66, and SIE licenses as well as a Certified Financial Planner designation. Matthew specializes in providing financial advice to high-net-worth individuals, charitable organizations, corporations and businesses, pension and profit-sharing plans, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
07/01/2024 - Present
THE Colony Group, LLC (BOSTON MA)
AZ
01/06/2015 - 06/05/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
03/07/2012 - 10/27/2014
EDWARD JONES (TEMPE AZ)
MO
10/24/2011 - 02/07/2012
EDWARD JONES (ST LOUIS MO)
IA
Issued 07/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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