Years of Experience
5-20+ Years
STAMFORD, CT
6 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Thomas Wheeler is a financial professional with experience in the financial services industry. Matthew is currently registered with AMG Distributors, Inc. in Stamford, CT, where they hold a Series 66, 63, 7, 6 and SIE licenses. Prior to this, Matthew Wheeler was employed by Fidelity Brokerage Services LLC in Merrimack, NH.
SPECIALIZATIONS
No specializations listed.
FAIRFIELD, CT
7 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Dechello is an investment advisor representative associated with Fidelity Personal And Workplace Advisors. Matthew is a registered investment advisor in Connecticut and Texas, and holds Series 66, Series 7 and SIE licenses. Matthew has been in the securities industry for over 6 years and has prior experience with MML Investors Services, LLC, Barnum Financial Group, MSI Financial Services and The Orthopedic Group. Matthew can provide financial planning, educational seminars, and portfolio management for individuals and businesses.
SPECIALIZATIONS
STAMFORD, CT
10 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Chirico is a registered representative with Equitable Advisors, LLC. Matthew has been in the industry since August 4, 2014, and is registered in Connecticut. Previously, Matthew was affiliated with Infinex Investments, Inc., Northwestern Mutual Investment Services, LLC, RBC Capital Markets, LLC, and David Lerner Associates, Inc. Matthew holds Series 63, 65, 7, 24, and SIE licenses. Matthew's specialties include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
WINDSOR, CT
0 Disclosures
ADVISOR BIO
Matthew Kaminski is a financial advisor registered with the state of Connecticut. He has over 15 years of experience in the financial services industry. Matthew specializes in working with individuals, families, and non-profit organizations. He is also a Chartered Financial Analyst (CFA). Matthew is currently employed by Fiducient Advisors LLC. Prior to that, he was employed by Fidelity Brokerage Services LLC, Park Avenue Securities LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. He provides investment advisory services, including financial planning, pension consulting, and portfolio management.
SPECIALIZATIONS
HARTFORD, CT
28 Years Experience
4 Disclosures
ADVISOR BIO
Matthew Bragg is a registered investment advisor representative with UBS Financial Services Inc. Matthew has been in the industry since 1996. Matthew's primary office is in HARTFORD, CT. Matthew is registered in 27 states.
SPECIALIZATIONS
Stamford, CT
0 Disclosures
ADVISOR BIO
Matthew Sexton is a financial advisor based in Stamford, CT. He is currently affiliated with Clear Harbor Asset Management, LLC. Prior to this role, Matthew Sexton was employed by Stifel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC, Knight Capital Americas LLC, Knight Capital Americas, L.P., Schwab Capital Markets L.P., Knight Equity Markets, L.P., and Knight Securities, L.P.. Matthew Sexton is registered with the state of Connecticut, and has a Series 66, Series 63, Series 24, SIE, Series 55 and Series 7 licenses. He has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Principal Examination, the Securities Industry Essentials Examination, the Limited Representative-Equity Trader Exam, and the General Securities Representative Examination. Matthew Sexton specializes in working with high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, charitable organizations, pooled investment vehicles, and individuals other than high-net-worth. He offers financial planning, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
SPECIALIZATIONS
HARTFORD, CT
14 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Hanko is a financial professional with over 11 years of experience in the industry. He is registered with Lincoln Financial Distributors, Inc. in Connecticut. Matthew holds the Series 6, 26, and 63 securities licenses. His primary focus is in the area of investment company products and variable contracts.
SPECIALIZATIONS
No specializations listed.
NEW HAVEN, CT
16 Years Experience
0 Disclosures
ADVISOR BIO
Matthew J. Incitti is a financial advisor who is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is also licensed to provide investment advisory services. Matthew has been working in the financial industry since 2009. Matthew is licensed to provide services in 53 states as well as the District of Columbia and Puerto Rico. Matthew is a licensed Registered Representative as well as a licensed Investment Advisor Representative. Matthew has passed the Series 7, 9, 10 and 66 exams.
SPECIALIZATIONS
Rocky Hill, CT
48 Years Experience
2 Disclosures
ADVISOR BIO
Matthew Obrien is a financial advisor with over 40 years of experience in the industry. He currently works with Prosperity Wealth Management, Inc. and offers a variety of financial services, including financial planning, portfolio management for individuals, and selection of other advisors. Matthew has been registered with the state of Connecticut since 2020. Previously, Matthew was employed at Sterne Agee Financial Services, Inc., WRP INVESTMENTS, INC., Cambridge Investment Research, Inc., Securities America, Inc., PEB FINANCIAL GROUP, INC., INVESTORS BROKERAGE SERVICES, INC., NORTH AMERICAN INVESTMENT CORP., P & I EQUITIES CORPORATION, and Mark Securities, Inc.. Matthew is a registered representative with FINRA and is also a licensed insurance agent.
SPECIALIZATIONS
Westport, CT
18 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Mascera is a financial advisor with World Equity Group, Inc. Matthew has been working in the financial industry since 2006 and has experience in several financial firms, including FBR Capital Markets & Co. and UBS Securities LLC. Matthew currently holds a Series 66, Series 63, Series 7, and Series 55 license. Matthew is registered to provide investment advice in Connecticut, Florida, Georgia, Illinois, Massachusetts, New Jersey, and New York. Matthew specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
SPECIALIZATIONS