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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Day is a financial advisor with Corient. Matthew has 27 years of experience in the financial services industry. He is a registered Investment Advisor Representative in Texas and Washington. Matthew is a Series 63 and 65 licensed and has passed the Series 7 and SIE exams. Matthew has previously worked at Fidelity Brokerage Services LLC, Russell Fund Distributors, Inc. Part of Russell Investment Group, Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Corient specializes in financial planning, portfolio management, and pension consulting. Corient is headquartered in Miami, FL and has offices in Seattle, WA.
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.
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.
% of assets under advisement
1
2
WA
02/20/2023 - Present
Corient (SEATTLE WA)
WA
05/13/2009 - 09/05/2017
FIDELITY BROKERAGE SERVICES LLC (SEATTLE WA)
WA
04/15/2005 - 07/21/2006
RUSSELL FUND DISTRIBUTORS, INC. PART OF RUSSELL INVESTMENT GROUP (TACOMA WA)
TX
11/09/1995 - 01/24/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/25/1993 - 08/01/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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