Matthew John Greene

Employer firm

Fidelity Institutional Wealth Adviser LLC CRD 301896

$9.38B regulatory AUM 64,306 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• OVERLAY PORTFOLIO MANAGEMENT; NON-DISCRETIONARY INVESTMENT ADVICE

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → 10/2022
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 01/2014 → 05/2017
  Quasar Distributors, Llc
  Milwaukee, WI
• 10/2022 → Present
  Fidelity Investments
  Smithfield, RI

Previous Registrations

• 2013-11-18 → 2022-10-03
  O'SHaughnessy Asset Management, Llc
  Stamford, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-09-18
• S66 Uniform Combined State Law Examination
  2013-11-17

Designations

• Chartered Financial Analyst

Other Names

• Matthew Greene