Matthew George Clifford

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2017 → 03/2017
  North Star Resource Group
  Boston, MA
• 12/2015 → 01/2017
  Putnam Investments
  Andover, MA
• 04/2012 → 05/2017
  Clifford Construction
  Billerica, MA
• 09/2013 → 05/2017
  Merrimack College
  N. Andover, MA
• 05/2017 → 03/2026
  Ameriprise Financial Services, Llc
  Osterville, MA
• 03/2026 → Present
  Raymond James Financial Services, Inc.
  Sandwich, MA
• 03/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Sandwich, MA

Previous Registrations

• 2017-10-20 → 2026-05-19
  Ameriprise Financial Services, Llc
  Middleton, MA
  Westborough, MA
  Osterville, MA
  Sagamore Beach, MA

Other Businesses

(1)Name of Business: Clifford Capital Management, LLC Address: 299B Cotuit Rd, Sandwich, MA, 02563-2428, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/06/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of LLC. This is where all of my funds through Raymond James will flow to organize my personal business structure. (2)Name of Business: North Atlantic Investment Partners Address: 299B Cotuit Rd, Sandwich, MA, 02563, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/20/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor in the cape cod branch for NAIP.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-18

Other Names

• Matt Clifford