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Matthew Joseph Tehan

Capital Analysts

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About Matthew Joseph Tehan

Matthew Tehan is an investment advisor representative at Capital Analysts. Matthew has been in the industry since 2015. Matthew has a series 63, 66, 7 and SIE license and is registered to provide investment advice in Massachusetts and New Hampshire. Matthew is also a registered investment advisor representative in Massachusetts. Matthew has experience with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Matthew specializes in providing financial planning, portfolio management, and pension consulting services.

Firm Information

Matthew Tehan is currently registered with Capital Analysts. Capital Analysts, located in FORT WASHINGTON, PA, is a registered investment advisor with approximately $7,095,906,836 in regulatory assets under management. The firm offers investment advisory services to individuals, businesses, pension plans, and charitable organizations. Capital Analysts also participates in wrap fee programs.
Capital Analysts

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$7.10B

Assets Under Management

74

Total Clients

63

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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 Tehan’s Registration & Firm History

MA

02/07/2023 - Present

Capital Analysts (Waltham MA)

MA

12/15/2015 - 02/21/2023

UBS FINANCIAL SERVICES INC. (WELLESLEY MA)

NH

07/08/2015 - 11/23/2015

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 09/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Joseph Tehan.
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