Best Investors Account Sign in
Current Employers
Ashwood Advisors

5 North Meadows Road, Medfield, MA 02052 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-03-13
  • MA RA
    APPROVED
    Since 2023-03-13

Branch Locations

5 North Meadows Road, Medfield, MA 02052 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-12-14
  • MA RA
    APPROVED
    Since 2018-12-14

Branch Locations

5 North Meadows Road 2Cd Fl. Unit 1D, Medfield, MA 02052 • 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
Northwestern Mutual Fairfield CT 08/2017 10/2017
Unemployed New Haven CT 06/2017 08/2017
Insight Global Stamford CT 05/2017 06/2017
Forman School Litchfield CT 08/2015 05/2017
Commonwealth Financial Network Medfield MA 03/2018 Present
Ashwood Advisors, Llc Medfield MA 10/2017 08/2024
Ashwood Advisors, Llc Medfield MA 08/2024 Present
  • 08/2017 → 10/2017
    Northwestern Mutual
    Fairfield, CT
  • 06/2017 → 08/2017
    Unemployed
    New Haven, CT
  • 05/2017 → 06/2017
    Insight Global
    Stamford, CT
  • 08/2015 → 05/2017
    Forman School
    Litchfield, CT
  • 03/2018 → Present
    Medfield, MA
  • 10/2017 → 08/2024
    Ashwood Advisors, Llc
    Medfield, MA
  • 08/2024 → Present
    Ashwood Advisors, Llc
    Medfield, MA
Other Businesses

(1.) NAME OF OBA: MEDFIELD CONDO ASSOCIATION; ADDRESS OF OBA: MEDFIELD, MA 02052; NATURE: PROPERTY MANAGEMENT; INVESTMENT RELATED: NO; TITLE WITH OBA: PROPERTY MANAGER; DUTIES: MANAGING THE BUDGET FOR THE BUILDING, PAYING VENDORS AND COLLECTING RENT; START DATE: 01/01/2026; APPROX. NUMBER OF HOURS/MONTH: 5-10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: INSURANCE SALES; ADDRESS OF OBA: MEDFIELD, MA 02052; NATURE: INSURANCE; INVESTMENT RELATED: YES; TITLE WITH OBA: INSURANCE AGENT; DUTIES: FIXED INSURANCE SALES; START DATE: 02/12/2018; APPROX. NUMBER OF HOURS/MONTH: 1-2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-20
  • S66 Uniform Combined State Law Examination
    2018-11-20
Designations
Other Names
  • Matthew Andrea Geremia
  • Matthew A Geremia

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Medfield, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor