Matthew J Petteys

Fidelity Institutional Wealth Adviser LLC

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Current Employers

Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2020-10-19
TX	RA	APPROVED	2020-10-13

MA RA
APPROVED

Since 2020-10-19
TX RA
APPROVED

Since 2020-10-13

Branch Locations

Foxborough, MA • 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

Organization	City	State	From	To
National Financial Services Llc	Smithfield	RI	09/2014	Present

09/2014 → Present

National Financial Services Llc

Smithfield, RI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-07
S63	Uniform Securities Agent State Law Examination	2014-12-23

S66 Uniform Combined State Law Examination

2020-10-07
S63 Uniform Securities Agent State Law Examination

2014-12-23

Other Names

Matthew Petteys
Matthew J Petteys
Matthew James Petteys

View on SEC IAPD

Other Firms

BETRO MILESZKO & COMPANY

CITIZENS SECURITIES, INC.

LPL FINANCIAL LLC

TD PRIVATE CLIENT WEALTH LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

BRIDGEPORT FINANCIAL SOLUTIONS

Other Investors

EDWARD CHRISTOPHER BURKE

JOHN MICHAEL MILESZKO

FELIX SCHELLER BETRO

Brian Edwin Smith

Michael C Marge

JON MATTHEW GARVIN

TIMOTHY L O'ROURKE

Other Offices

CAPTRUST · Foxborough, MA

BETRO MILESZKO & COMPANY · FOXBORO, MA

EDWARD JONES · FOXBORO, MA

CITIZENS SECURITIES, INC. · FOXBORO, MA

LPL FINANCIAL LLC · FOXBORO, MA

TD PRIVATE CLIENT WEALTH LLC · Foxborough, MA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Boxborough, MA

BRIDGEPORT FINANCIAL SOLUTIONS · Boxborough, MA

More in Foxborough, MA

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