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Matthew Craig Slaney

Finarc Investments, Inc.

Norwood, MA

CRD 2315720

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Employer firm

Finarc Investments, Inc. CRD 166571

$188M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • GENERAL CONSULTING SERVICES

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

Current Employers
Finarc Investments, Inc.

3 Edgewater Drive Suite 301, Norwood, MA 02062 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-04-22
TX RA APPROVED_RES 2013-04-02
  • MA RA
    APPROVED
    Since 2013-04-22
  • TX RA
    APPROVED_RES
    Since 2013-04-02

Branch Locations

3 Edgewater Drive Suite 301, Norwood, MA 02062 • 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
Finarc Investments, Inc. Norwood MA 11/2012 Present
Previous Registrations
  • 2002-01-01 → 2013-09-24
    Finarc Llc
    Needham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-07-10
  • S65 Uniform Investment Adviser Law Examination
    2000-07-10
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

JEFFREY NORWOOD HALL
THOMAS SEAN LANAHAN
MICHAEL VINCENT BERARDI

Nearby Offices

LPL FINANCIAL LLC · NORWOOD, MA
LPL FINANCIAL LLC · NORWOOD, MA
LPL FINANCIAL LLC · NORWOOD, MA

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