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Matthew Abraham Soucy

Family Fiduciary Services, Inc.

Beverly, MA

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Current Employers
Family Fiduciary Services, Inc.

900 Cummings Center Suite 212-U, Beverly, MA 01915 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-08
  • MA RA
    APPROVED
    Since 2026-02-08

Branch Locations

900 Cummings Center Suite 212-U, Beverly, MA 01915 • 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
University Of New Hampshire Durham NH 08/2016 05/2020
Life Time Peabody MA 04/2021 10/2023
Unemployed Methuen MA 05/2020 08/2020
Cambridge Athletic Club Cambridge MA 08/2020 04/2021
Daniellas Ristorante Peabody MA 10/2022 03/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2023 08/2025
Northwestern Mutual Investment Services Llc Woburn MA 11/2023 08/2025
National Life Montpelier VT 02/2023 10/2023
Quantum Scottsdale AZ 02/2023 10/2023
K And B Insurance Middleton MA 02/2023 10/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2024 08/2025
Family Fiduciary Services, Inc Beverly MA 10/2025 Present
  • 08/2016 → 05/2020
    University Of New Hampshire
    Durham, NH
  • 04/2021 → 10/2023
    Life Time
    Peabody, MA
  • 05/2020 → 08/2020
    Unemployed
    Methuen, MA
  • 08/2020 → 04/2021
    Cambridge Athletic Club
    Cambridge, MA
  • 10/2022 → 03/2024
    Daniellas Ristorante
    Peabody, MA
  • 10/2023 → 08/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2023 → 08/2025
    Northwestern Mutual Investment Services Llc
    Woburn, MA
  • 02/2023 → 10/2023
    National Life
    Montpelier, VT
  • 02/2023 → 10/2023
    Quantum
    Scottsdale, AZ
  • 02/2023 → 10/2023
    K And B Insurance
    Middleton, MA
  • 03/2024 → 08/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2025 → Present
    Beverly, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-06
S63 Uniform Securities Agent State Law Examination 2024-03-04
  • S65 Uniform Investment Adviser Law Examination
    2026-01-06
  • S63 Uniform Securities Agent State Law Examination
    2024-03-04
Other Names
  • Matt Soucy
  • Matt Soucy

View on SEC IAPD

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