Advisor at Cambridge Investment Research Advisors
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Firm
Cambridge Investment Research Advisors
Location
Mendon, MA 01756
Credentials
Series 66
Industry experience
3 years
Matthew Peterson is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. He has worked at Cambridge Investment Research Inc. and Charles River Bank in various roles since 2016. Outside of his advisory work, he is a notary public and an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent Financial Professionals using multiple account platforms.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
1 Hastings St.
Mendon, MA 01756
Massachusetts
Cambridge Investment Research Advisors
2023 - Present (3 years)
Cambridge Investment Research Inc.
2022 - Present (4 years)
Cambridge Investment Research Inc.
2022 - Present (4 years)
Charles River Bank
2022 - 2024 (2 years)
Cambridge Investment Research Inc.
2019 - 2022 (3 years)
Cambridge Investment Research Inc.
2019 - 2022 (3 years)
Charles River Bank
2017 - 2021 (4 years)
Southern New Hampshire University
2017 - 2022 (5 years)
Charles River Bank
2016 - 2017 (1 year)
Sears Roebuck
2016 - 2016 (1 year)
Bayside Distributors, LLC
2016 - 2016 (1 year)
United Parcel Service
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
PFS™, Series 65
Millis, MA
MOK Financial Planning & Tax, Inc.
CFP®, Series 63, Series 66
Medfield, MA
Wolfstich Capital, LLC
Series 63, Series 65
Medfield, MA
Silk Investment Advisors
CFP®, Series 66
Lincoln, RI
Eisenhiler Capital LLC
Series 65
Medfield, MA
Paceline Wealth Management, LLC
CFA®
North Attleborough, MA
Encore Investment Advisors, LLC
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