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Matthew Butera

Raymond James & Associates, Inc.

South Boston, MA

Boston, MA

CRD 7405014

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2022-12-13
  • CT RA
    APPROVED
    Since 2022-12-13

Branch Locations

South Boston, MA • United States

One International Place Suite 2810, Boston, MA 02110 • 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
Raymond James & Associates, Inc. Boston MA 08/2021 Present
Westfield High School Westfield MA 09/2020 11/2020
Connecticut College New London CT 09/2016 03/2020
Parks And Recreation Westfield MA 03/2012 08/2018
Basketball Hall Of Fame Springfield MA 05/2019 08/2019
Unemployed Westfield MA 12/2020 07/2021
Connecticut College New London CT 08/2016 05/2020
Unemployed Westfield MA 05/2020 09/2020
  • 08/2021 → Present
    Raymond James & Associates, Inc.
    Boston, MA
  • 09/2020 → 11/2020
    Westfield High School
    Westfield, MA
  • 09/2016 → 03/2020
    Connecticut College
    New London, CT
  • 03/2012 → 08/2018
    Parks And Recreation
    Westfield, MA
  • 05/2019 → 08/2019
    Basketball Hall Of Fame
    Springfield, MA
  • 12/2020 → 07/2021
    Unemployed
    Westfield, MA
  • 08/2016 → 05/2020
    Connecticut College
    New London, CT
  • 05/2020 → 09/2020
    Unemployed
    Westfield, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-18
  • S66 Uniform Combined State Law Examination
    2022-11-18
Other Names
  • Matt Butera

View on SEC IAPD

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