Unclaimed
Matthew Timothy Meagher is a financial advisor with Cadaret, Grant & CO., Inc. who has been in the financial industry since December 1999. Matthew has held various roles in the industry and has experience with a wide range of financial products and services.
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.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (JOHNSON CITY NY)
GA
06/10/2015 - 12/31/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OCILLA GA)
NY
01/21/2011 - 06/25/2015
LPL FINANCIAL LLC (VESTAL NY)
GA
12/19/2007 - 02/07/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (ATLANTA GA)
GA
06/20/2006 - 11/12/2007
MML INVESTORS SERVICES, INC. (ATLANTA GA)
MA
08/31/2004 - 02/02/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MO
10/25/2001 - 07/12/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NY
03/08/2000 - 05/21/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/12/1998 - 02/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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