Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Thomas Russell is an experienced financial advisor with a career spanning over 23 years. Matthew is currently registered with Robert W. Baird & Co. Inc. and is based out of the Boston office. Prior to joining Robert W. Baird & Co. Inc., Matthew worked at Oppenheimer & Co. Inc. and FOROS SECURITIES LLC. Matthew holds a Series 7, 10, 24, 63 and SIE license. Matthew specializes in providing financial and investment advice to individuals, high-net-worth individuals, and businesses.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
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.
Hard dollar payments for research
1
2
MA
12/16/2022 - Present
Robert W. Baird & Co. Inc. (Boston MA)
MA
01/23/2017 - 12/16/2022
OPPENHEIMER & CO. INC. (BOSTON MA)
NY
10/17/2012 - 02/03/2017
FOROS SECURITIES LLC (NEW YORK NY)
MA
03/29/2004 - 02/08/2012
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
NY
09/13/1999 - 03/25/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
10/12/1998 - 09/23/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2017
Series 24 - General Securities Principal 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 10/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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