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Matthew John Greene

Fidelity Institutional Wealth Adviser LLC

Madison, CT

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Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-01-08
TX RA APPROVED 2023-08-02
  • CT RA
    APPROVED
    Since 2025-01-08
  • TX RA
    APPROVED
    Since 2023-08-02

Branch Locations

Madison, CT • 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
O'SHaughnessy Asset Management, Llc Stamford CT 10/2013 10/2022
Quasar Distributors, Llc Milwaukee WI 01/2014 05/2017
Fidelity Investments Smithfield RI 10/2022 Present
  • 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
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-09-18
S66 Uniform Combined State Law Examination 2013-11-17
  • S63 Uniform Securities Agent State Law Examination
    2025-09-18
  • S66 Uniform Combined State Law Examination
    2013-11-17
Designations
Other Names
  • Matthew Greene

View on SEC IAPD

Other Firms

PRINCIPLE WEALTH
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
ACCRETIVE CAPITAL MANAGEMENT, LLC
ACADIAN VENTURES MANAGEMENT, LLC
MAI CAPITAL MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

AMY ALISIA LAWLER
CHRISTOPHER JOSEPH MACCA
KYLE JOSEPH FARRELL
Tracy Ane Pierson
ROBERT SANTINO PAOLUCCI
MARGARET OMARRA MARUZO
GLENN SIMON ZAVORSKAS
COLIN MICHAEL DUGAN

Other Offices

PRINCIPLE WEALTH · MADISON, CT
STIFEL, NICOLAUS & COMPANY, INCORPORATED · MADISON, CT
LPL FINANCIAL LLC · MADISON, CT
ACCRETIVE CAPITAL MANAGEMENT, LLC · MADISON, CT
ACADIAN VENTURES MANAGEMENT, LLC · MADISON, CT
MAI CAPITAL MANAGEMENT, LLC · Madison, CT
MAI CAPITAL MANAGEMENT, LLC · Madison, CT
COMMONWEALTH FINANCIAL NETWORK · MADISON, CT

More in Madison, CT

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