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Vincent Joseph Mattera

BMO Capital Markets Corp.

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About Vincent Joseph Mattera

Vincent Joseph Mattera is a registered representative at BMO Capital Markets Corp. Vincent has been in the industry since 1988 and has a Series 7, Series 63, Series 99 and SIE. Vincent has been registered with BMO Capital Markets Corp. since 2012 and was previously registered with FLEET BROKERAGE SECURITIES, INC.. BMO Capital Markets Corp. is an active firm with a focus on portfolio management for pooled investment vehicles. The firm manages over $796 million in assets.

Firm Information

Vincent Mattera is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

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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provision of securities trading ideas and research

Provision of securities trading ideas and research

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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percentage of assets

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

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other

Fees for securities trading ideas and research

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Vincent Mattera’s Registration & Firm History

NY

08/06/2012 - Present

BMO Capital Markets Corp. (New York NY)

NA

07/19/1988 - 07/24/1992

FLEET BROKERAGE SECURITIES, INC.

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Licenses & Designations

BC

Issued 08/10/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2012

Series 99 - Operations Professional Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vincent Joseph Mattera.
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