Matthew Howard Remis

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 06/2011 → 06/2020
  Morgan Stanley
  Boston, MA
• 07/2020 → 02/2023
  Svb Wealth Llc (F/K/A Boston Private Wealth Llc)
  Boston, MA
• 02/2023 → 04/2025
  Newedge Wealth
  Stamford, CT
• 04/2025 → Present
  Farther
  Andover, MA

Previous Registrations

• 2023-03-07 → 2025-05-06
  New Edge Wealth
  North Andover, MA
  Stamford, CT
• 2021-03-03 → 2023-02-17
  Svb Wealth
  Boston, MA
  Boston, MA

Other Businesses

1.North Andover Youth Baseball*Serving on the board and helping to ensure that baseball exists, runs smoothly, and includes as many kids interested in playing in town* Not investment*4Hrs per mnth/0 during trade*2/8/23 2.Congregation Ahavat Olam*I am one of the founders of a new synagogue in my town*Not Investment*5 hrs per mnth/0 during trade*2/8/23*North Andover, MA 3.Beth Israel Deaconess Finance Committee*I have served as a member of the Finance Committee for close to 15 years.*As a committee, we understand the financial concerns and budgets of the hospital and help to navigate the near and longer term*No Invest*3 hr per mnth*2/8/23*Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-27
• S63 Uniform Securities Agent State Law Examination
  2011-09-21