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Matthew John Greene

Fidelity Institutional Wealth Adviser LLC

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About Matthew John Greene

Matthew Greene is a financial advisor with Fidelity Institutional Wealth Adviser LLC. Matthew has been in the industry since 2014 and is registered in 14 states for both securities and investment advisory services. Matthew holds the Series 6, 7, 66, and SIE licenses and is a Chartered Financial Analyst. Matthew has experience working with high-net-worth individuals, corporations, and pension plans. Fidelity Institutional Wealth Adviser LLC offers a variety of services, including investment advice, portfolio management, financial planning, and educational seminars.

Firm Information

Matthew Greene 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 Greene’s Registration & Firm History

RI

08/02/2023 - Present

Fidelity Institutional Wealth Adviser LLC (SMITHFIELD RI)

ME

04/25/2014 - 05/01/2017

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

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Licenses & Designations

BOTH

Issued 11/17/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2024

Series 24 - General Securities Principal Examination

BC

Issued 04/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew John Greene.
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