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Matthew Thomas Hadley

Great Point Advisors, LLC

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About Matthew Thomas Hadley

Matthew Thomas Hadley is a financial advisor with Great Point Advisors, LLC. Matthew has been in the financial services industry since January 2014. Matthew specializes in financial planning, portfolio management for individuals, and selection of other advisors. Matthew is licensed in California, Illinois, Minnesota, and Nevada. Matthew is a Certified Financial Planner.

Firm Information

Matthew Hadley is currently registered with Great Point Advisors, LLC. Great Point Advisors, LLC is a Chicago, IL-based firm that provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. With 20 licensed agents, the firm manages approximately $14.58 million in assets for 88 clients.
Great Point Advisors, LLC

200 W. JACKSON BLVD. #1000

CHICAGO, IL 60606

$14.58M

Assets Under Management

Not reported

Total Clients

18

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Hadley’s Registration & Firm History

IL

02/01/2024 - Present

Great Point Advisors, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 04/09/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

Disclosures

There is public disclosure for Matthew Thomas Hadley. Review regulatory record here.
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