Matthew Vincent Fletcher

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2017 → 08/2019
  Morgan Stanley
  Worcester, MA
• 01/2017 → 08/2017
  Unemployed
  Lexington, MA
• 05/2011 → 12/2016
  Dunnhumby, Inc.
  Boston, MA
• 12/2017 → 08/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2019 → 12/2019
  Flipside Crypto, Inc.
  Boston, MA
• 01/2020 → 07/2024
  Lpl Financial Llc
  Lexington, MA
• 08/2024 → Present
  Moneta Group Investment Advisors, Llc
  Worcester, MA

Previous Registrations

• 2020-01-15 → 2024-07-18
  Lpl Financial Llc
  Westford, MA
• 2017-11-16 → 2019-09-23
  Morgan Stanley
  Worcester, MA

Exams

• S66 Uniform Combined State Law Examination
  2017-11-16

Designations

• Certified Financial Planner