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Matthew Russ Navins

Foreside Fund Services, LLC

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About Matthew Russ Navins

Matthew Navins is a financial advisor who has been in the industry since September 16, 2002. Matthew is currently registered with Foreside Fund Services, LLC, and has previously been registered with Eaton Vance Distributors, Inc., Blackrock Investments, Inc., State Street Research Investment Services, Inc., and CDC IXIS Asset Management Distributors, L.P.

Firm Information

Matthew Navins is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

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.

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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Matthew Navins’s Registration & Firm History

MA

11/01/2023 - Present

Foreside Fund Services, LLC (Boston MA)

MA

04/24/2008 - 10/24/2023

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

MA

09/29/2006 - 04/28/2008

BLACKROCK INVESTMENTS, INC. (BOSTON MA)

MA

12/15/2003 - 09/29/2006

STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)

MA

08/29/2002 - 11/24/2003

CDC IXIS ASSET MANAGEMENT DISTRIBUTORS, L.P. (BOSTON MA)

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Licenses & Designations

BC

Issued 12/11/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/19/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/28/2002

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 Russ Navins.
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