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Inactive

Matthew Almeida

Mariner

Syracuse, NY

Boston, MA

Cambridge, MA

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-05
MA RA APPROVED 2025-04-03
  • NY RA
    APPROVED
    Since 2026-08-05
  • MA RA
    APPROVED
    Since 2025-04-03

Branch Locations

892 East Brighton Ave, Syracuse, NY 13205 • United States

Boston, MA • United States

245 1St St Suite 1800, Cambridge, MA 02142 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citi Private Bank Manhattan NY 04/2016 07/2022
Jpmorgan Chase Bank, Na Boston MA 07/2022 03/2025
Jpmorgan Securities Llc Boston MA 07/2022 03/2025
Mariner Overland Park KS 03/2025 Present
  • 04/2016 → 07/2022
    Citi Private Bank
    Manhattan, NY
  • 07/2022 → 03/2025
    Jpmorgan Chase Bank, Na
    Boston, MA
  • 07/2022 → 03/2025
    Jpmorgan Securities Llc
    Boston, MA
  • 03/2025 → Present
    Mariner
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-06
  • S66 Uniform Combined State Law Examination
    2016-09-06
Designations
Other Names
  • Matthew Almeida
  • Matthew Servulo D'ALmeida

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
COMMONWEALTH FINANCIAL NETWORK
CHARLES SCHWAB & CO., INC.
STRATEGIC FINANCIAL SERVICES
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
JANNEY MONTGOMERY SCOTT LLC

Other Investors

Eric Petranchuk
CAROL ANNE DOYLE
PHILIP E DEAN
Lea Brigitte DiGiovanni
J DANIEL PLUFF
FRANK PRIOR ARKINSON
THEODORE FRANK BINDER
MARCIA T. IRVIN

Other Offices

RBC CAPITAL MARKETS, LLC · SYRACUSE, NY
AMERIPRISE FINANCIAL SERVICES, LLC · SYRACUSE, NY
EAGLE STRATEGIES LLC · DEWITT, NY
EAGLE STRATEGIES LLC · DEWITT, NY
COMMONWEALTH FINANCIAL NETWORK · DeWitt, NY
CHARLES SCHWAB & CO., INC. · Dewitt, NY
STRATEGIC FINANCIAL SERVICES · Syracuse, NY
EAGLE STRATEGIES LLC · DEWITT, NY

More in Syracuse, NY

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