Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ryan is a financial advisor at The Colony Group, LLC, and is registered with the state of Massachusetts. Matthew has been in the financial services industry since 1991. Matthew holds the Series 63, 65, and 7 securities licenses and the SIE exam. Matthew is a Certified Financial Planner.
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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2
MA
03/06/2024 - Present
THE Colony Group, LLC (Wellesley MA)
MA
05/09/2005 - 12/05/2023
GW & WADE ASSET MANAGEMENT COMPANY, LLC (WELLESLEY MA)
NC
09/06/2004 - 02/08/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
09/22/1999 - 07/28/2000
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
RI
12/11/1997 - 07/16/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
11/09/1994 - 12/11/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
11/04/1991 - 10/20/1994
G. W. & WADE ASSET MANAGEMENT COMPANY, INC. (WELLESLEY MA)
BC
Issued 09/08/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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