Matthew David Glova

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → Present
  Life Time Asset Management, Llc
  Raleigh, NC
• 06/2011 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2010-01-04 → 2010-02-26
  Signator Investors, Inc.
  Raleigh, NC

Other Businesses

1. Fixed Insurance sales; as of 08/09/2010, less than 5% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, LifeTime Asset Management; a private entity established to facilitate securities, advisory, and insurance business; as of 11/01/2013, 100% of time spent during business hours; Conducted at branch; Not investment related. 3. Co-owner, LifeTime Tax Management; a private entity created to facilitate tax business; as of 09/16/2020, 30% of time spent during business hours; Conducted at branch; Not investment related. 4. Tax preparation, accounting, and payroll services; LifeTime Tax Management, LLC; as of 09/16/2020; 30% time spent during business hours; Conducted at branch location; Not Investment related. 5. Fixed insurance referrals; as of 01/01/2024; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-07
• S63 Uniform Securities Agent State Law Examination
  2007-07-03

Other Names

• Matt Glova