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Matthew James Petteys

Fidelity Institutional Wealth Adviser LLC

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About Matthew James Petteys

Matthew James Petteys is an investment advisor representative at Fidelity Institutional Wealth Adviser LLC. Matthew has been in the industry since 2014. Matthew holds the Series 63, Series 66, Series 7, and Series 24 licenses and has passed the SIE exam.

Firm Information

Matthew Petteys is currently registered with Fidelity Institutional Wealth Adviser LLC. Fidelity Institutional Wealth Adviser LLC is a Boston-based wealth management firm with over $3.9 billion in regulatory assets under management. They provide portfolio management services to individuals, corporations, and other institutions, including pension plans and investment companies. They offer both discretionary and non-discretionary investment advice. The firm also provides educational seminars and selects other advisors for their clients. They have a wrap fee program, and are registered with the SEC.
Fidelity Institutional Wealth Adviser LLC

245 SUMMER STREET

BOSTON, MA 02210

$3.93B

Assets Under Management

47,856

Total Clients

34

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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overlay portfolio management; non-discretionary investment advice

Overlay portfolio management; non-discretionary investment advice

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 Petteys’s Registration & Firm History

MA

10/13/2020 - Present

Fidelity Institutional Wealth Adviser LLC (MANSFIELD MA)

MA

10/21/2010 - 03/18/2011

FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 10/07/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/23/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2024

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Matthew James Petteys.
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