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Matthew John Farrell

Facet

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About Matthew John Farrell

Matthew John Farrell is a financial advisor with Facet, a firm that has more than $1 billion but less than $10 billion in assets under management. Matthew John Farrell has been a financial advisor for over 16 years and specializes in helping individuals and high-net-worth individuals. He has a strong track record of providing financial advice and has earned the Certified Financial Planner designation. Matthew John Farrell is registered with the states of Connecticut and Texas.

Firm Information

Matthew Farrell is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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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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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Matthew Farrell’s Registration & Firm History

MD

05/13/2021 - Present

Facet (BALTIMORE MD)

CO

06/17/2014 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BOULDER CO)

NY

03/21/2006 - 06/04/2014

HSBC SECURITIES (USA) INC. (NEW YORK NY)

NY

01/24/2005 - 01/12/2006

FIRST REPUBLIC GROUP, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/07/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/04/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/04/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Matthew John Farrell. Review regulatory record here.
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