Matthew
Arey
Valmark Advisers, Inc
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About this Advisor
Matthew Arey is a financial advisor based in Falmouth, Maine, working with Valmark Advisers, Inc. Matthew has previously held positions at Valmark Securities, Inc and Valmark Advisers, Inc. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Louisiana, Maine, New Hampshire, and Utah. Currently, Matthew is part of Valmark Advisers, Inc, which operates out of Falmouth, Maine. The firm has 156 offices and 260 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Valmark Advisers, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Office Location
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Valmark Advisers, Inc Brokerage Details
$7,029,587,820
260
17,262
$407,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Matthew Arey Work History
Valmark Advisers, Inc
Valmark Securities, Inc
Disclosures
Please visit the SEC profile of Matthew Arey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valmark Advisers, Inc
Pittsford, NY
Fort Lauderdale, FL
Falmouth, ME
San Francisco, CA
Manchester, CT
Canfield, OH
Pittsford, NY
Cleveland, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
