Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew MacLean is a registered investment advisor representative with Rossmore Private Capital, LLC. Matthew has been in the financial services industry since 2008. He has a Series 7, Series 66 and SIE license and has been registered with the state of Texas since 2017. Matthew previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rossmore Private Capital, LLC has offices in Glastonbury, Connecticut. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit sharing plans. They offer financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Some partners of rossmore provide trustee services, serve as executor, or as agent under poa.
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 for trustee services (a percentage of assets under trust)
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2
CT
11/20/2017 - Present
Rossmore Private Capital, LLC (GLASTONBURY CT)
CT
11/19/2009 - 05/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
BOTH
Issued 12/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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