Matthew Paul Yardis

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-04-10
CT	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Greenwich	CT	10/2020	09/2021
Nui Markets	Greenwich	CT	07/2019	10/2020
Llbean	Dedham	MA	08/2018	07/2019
Yardis Bros Inc.	Greenwich	CT	06/1995	06/2018
Salve University	Newport	RI	09/2018	10/2020
New York Life Insurance	Stratford	CT	02/2022	09/2022
Unemployed	Greenwich	CT	10/2021	02/2022
Nylife Securities Llc.	Stratford	CT	03/2022	09/2022
Fidelity Investments	Covington	KY	10/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2020 → 09/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Greenwich, CT
07/2019 → 10/2020

Nui Markets

Greenwich, CT
08/2018 → 07/2019

Llbean

Dedham, MA
06/1995 → 06/2018

Yardis Bros Inc.

Greenwich, CT
09/2018 → 10/2020

Salve University

Newport, RI
02/2022 → 09/2022

New York Life Insurance

Stratford, CT
10/2021 → 02/2022

Unemployed

Greenwich, CT
03/2022 → 09/2022

Nylife Securities Llc.

Stratford, CT
10/2022 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

2023-09-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwich, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-23
S63	Uniform Securities Agent State Law Examination	2022-11-30