Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kerns is a registered investment advisor representative with Strategic Advisers LLC. Matthew Kerns is also licensed in Massachusetts and Texas. Matthew Kerns has 15 years of experience in the financial services industry. Matthew Kerns has held previous positions with Fidelity Brokerage Services LLC, Morgan Stanley & Co., Incorporated, and Citigroup Global Markets Inc.. Matthew Kerns has a strong track record of success in providing financial advice to 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.
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.
Provider of model portfolios
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.
A percentage of the total value of assets under management is charged.
Percentage of revenue from affiliates
1
2
MA
05/24/2023 - Present
Strategic Advisers LLC (BOSTON MA)
MA
04/10/2008 - 01/08/2015
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
05/25/2007 - 01/04/2008
MORGAN STANLEY & CO., INCORPORATED (WELLESLEY MA)
MA
03/30/2006 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (WALTHAM MA)
BOTH
Issued 03/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/08/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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