Matthew
Cunningham

First Financial Advisory Services Inc

CRD#5298864
Investment Advisor
in Westerly, RI

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About this Advisor

Matthew Cunningham is a financial advisor based in Westerly, Rhode Island, working with First Financial Advisory Services Inc. Matthew has previously held positions at First Allied Securities, Inc, First Financial Advisory Services, Inc, and Cetera Advisors LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Massachusetts, Michigan, Rhode Island, Texas, and Virginia. Currently, Matthew is part of First Financial Advisory Services Inc, which operates out of Westerly, Rhode Island. The firm has 1 office and 6 employees. The firm manages assets totaling $225.0 million 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, and educational seminars. The fee structure at First Financial Advisory Services Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

85 Beach Street
Westerly, RI 02891

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First Financial Advisory Services Inc Brokerage Details

Total Assets Under Management

$224,998,015

RI Average: $2,813,243,532
Total Number of Employees

6

RI Average: 18
Total Number of Accounts

1,166

RI Average: 609
Average Account Size

$192,966

RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Matthew Cunningham Work History

2022 - Present (3 years)

Cetera Advisors LLC

2008 - Present (17 years)

First Financial Advisory Services, Inc

2007 - 2022 (15 years)

First Allied Securities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Matthew Cunningham 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 First Financial Advisory Services Inc

Matthew Cunningham
Westerly, RI
Geraldine Cunningham
Westerly, RI
Peter Robinson
Westerly, RI

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.

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