Matthew
Fletcher
Moneta Group Investment Advisors, LLC
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About this Advisor
Matthew Fletcher is a financial advisor based in Worcester, Massachusetts, working with Moneta Group Investment Advisors, LLC. Matthew has previously held positions at Morgan Stanley, Dunnhumby, Inc, Morgan Stanley Private Bank, National Association, Flipside Crypto, Inc, Lpl Financial LLC, and Moneta Group Investment Advisors, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and Missouri. Currently, Matthew is part of Moneta Group Investment Advisors, LLC, which operates out of Worcester, Massachusetts. The firm has 6 offices and 538 employees. The firm manages assets totaling $42.8 billion and serves 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Moneta Group Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Moneta Group Investment Advisors, LLC Brokerage Details
$42,795,577,115
538
44,504
$961,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Fletcher Work History
Moneta Group Investment Advisors, LLC
Lpl Financial LLC
Flipside Crypto, Inc
Morgan Stanley
Morgan Stanley Private Bank, National Association
Dunnhumby, Inc
Disclosures
Please visit the SEC profile of Matthew Fletcher 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 Moneta Group Investment Advisors, LLC
Saint Louis, MO
Saint Louis, MO
Denver, CO
Saint Louis, MO
Worcester, MA
Mission, KS
Chicago, IL
Saint Louis, MO
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