Years of Experience
5-20+ Years
NORWALK, CT
28 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Jude Phelan is an experienced financial professional with over 26 years in the industry. Matthew is currently registered with Tp Icap Global Markets Americas Llc in Norwalk, CT. He is also registered in Connecticut, New Jersey, and New York. Prior to joining Tp Icap Global Markets Americas Llc, Matthew worked for GFI SECURITIES LLC in New York, NY.
SPECIALIZATIONS
No specializations listed.
HARTFORD, CT
15 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Gerard Johnson is a financial advisor with UBS Fund Services (usa) LLC. Matthew is registered with FINRA as a General Securities Representative and has been in the industry since July 2009. Matthew has a Series 7, Series 63, and SIE license. Matthew is currently registered in Connecticut, Illinois, and New York. Matthew was previously employed with UBS Asset Management (US) Inc. in Chicago, Illinois.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
24 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Ross Byer is a financial advisor who has been in the industry since 2000. Matthew is currently registered with Spectrum Asset Management, Inc. Matthew is also registered as an investment advisor in Connecticut and Texas. Matthew has passed several industry exams, including the Series 3, Series 63, Series 65, and Series 7 exams. Prior to joining Spectrum Asset Management, Inc., Matthew worked at A. G. Edwards & Sons, Inc. in St. Louis, Missouri.
SPECIALIZATIONS
Ridgefield, CT
34 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Grossman is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the financial services industry since 1990 and holds several licenses and certifications, including Series 3, 7, 8, 9, 10, 63 and 65. Matthew is also registered with the securities regulators in over 50 states and is a registered investment advisor in Connecticut, New York, Texas, and Virginia. Matthew Grossman has experience working with various client types, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. His specializations include investment advisory, brokerage, portfolio management, and financial planning.
SPECIALIZATIONS
Windsor, CT
0 Disclosures
ADVISOR BIO
Matthew John Fratini is an Investment Advisor Representative associated with Fiducient Advisors LLC. Matthew has been registered with the state of Connecticut since June 26, 2023. Matthew John Fratini holds the Series 65 - Uniform Investment Adviser Law Examination license. Matthew has worked in the financial industry since June 2014. The firm provides services such as Investment Consulting for Individuals and Non Profit Organizations, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.
SPECIALIZATIONS
BROOKFIELD, CT
13 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Christopher Sherman is a financial advisor with Equitable Advisors, LLC, registered with FINRA as a registered representative and in 8 states as an Investment Advisor Representative. Matthew has been in the financial services industry since March 24, 2012. Matthew is a Series 6, 7, 63, and 66 licensed professional with over 20 years of experience.
SPECIALIZATIONS
Greenwich, CT
6 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Joseph Crimmins is a financial advisor with SPC Capital Markets LLC located in Greenwich, CT. Matthew has been in the industry for over 6 years and holds the Series 63, Series 7TO, SIE, and Series 79 licenses. Matthew is registered in Connecticut and New York. Previously, Matthew was employed by UBS Securities LLC in New York, NY.
SPECIALIZATIONS
No specializations listed.
Mystic, CT
6 Years Experience
6 Disclosures
ADVISOR BIO
Matthew O'Brien is a financial advisor registered with Janney Montgomery Scott LLC. Matthew has been in the industry since 2016, and has been registered with the state of Connecticut since 2022. Previously, Matthew worked with Northwestern Mutual Investment Services, LLC and Park Avenue Securities LLC. Matthew has Series 66, SIE, and Series 7 licenses. Matthew specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses.
SPECIALIZATIONS
SHELTON, CT
7 Years Experience
0 Disclosures
ADVISOR BIO
Matthew Hecker is a registered investment advisor representative with MML Investors Services, LLC. Matthew holds Series 6, 7TO, 63 and 65 licenses, and has been in the financial services industry since 2017. Matthew is registered in 33 states as well as the District of Columbia. Matthew specializes in a range of financial services including financial planning, pension consulting, and educational seminars. Matthew can also provide portfolio management services for individuals and businesses. In addition to his work with MML Investors Services, LLC, Matthew also works as an independent insurance agent.
SPECIALIZATIONS
WETHERSFIELD, CT
0 Disclosures
ADVISOR BIO
Matthew Douglas Scott is an Investment Advisor Representative with Johnson Brunetti. Matthew has been in the financial industry since 2014 and is registered with the state of Connecticut. Matthew is a Series 65 licensed professional, having passed the Uniform Investment Adviser Law Examination in August 2022. Matthew specializes in providing financial planning, educational seminars, and selection of other advisors.
SPECIALIZATIONS
