MP
Matthew W. Patsky
TRILLIUM ASSET MANAGEMENT
Boston, MA 02114
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CRD#: 1302140
MP
Professional summary
Matthew William Patsky is a registered financial advisor currently at TRILLIUM ASSET MANAGEMENT located in Boston, Massachusetts.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Matthew has worked at 8 firms and has passed the Series 63, Series 16, Series 3, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.American Promise: Not investment-related. 33 Bradford St, Concord MA. Promotes the repeal of Citizen's United. Board member since July 2018. Approx 1 hour/month, 0 during securities trading hours. Serves on advisory board. 2.Criterion Institute: Not investment-related. 81 Church Hill Rd, Haddam CT. Non-profit think tank that works with social change makers to demystify finance and broaden their perspective on how to engage with, and shift financial systems. Advisory board member since April 2023. Approx 1 hour/month, 0 during securities trading hours. Serves on advisory board. 3.ESG Investors Group, LLC: Investment-related. 16 Pilgrim Heights Road, Provincetown MA. Opportunity Zone Fund that will invest in businesses in Opportunity Zones including real estate investments for both development and rental. Owner since July 2020. Approx 2 hours/month, 0 during securities trading hours. Makes investment decisions. 4.Hall Venture Partners: Investment-related. 3000 Sierra Vista Way, Provo UT. Venture and Private Equity investments. Member of independent investment advisory committee since July 2020. Approx 1 hour/month, 0 during securities trading hours. Member of independent investment advisory committee to review any transactions which may pose a conflict of interest. 5.Matthew Patsky: Investment-related. Avenida Infante dom Henrique, 71 apt. 16D and 16F Ponta Delgada, Portugal. Co-owner of AirBnB tourist rentals since June 2020. Approx 5 hours/month, 0 during securities trading hours. Rental properties, third party has been hired for management. 6.SAGE: Not investment-related. 307 7th Avenue, New York NY. National advocacy and services organization that looks out for LGBTQ+ elders. Member of Endowment Investment Committee since June 218. Approx 1 hour/month, 0 during securities trading hours. Serves on investment committee. 7.Tara Health Foundation: investment-related. 47 Kearny Street, San Francisco, CA. Promotes health, well-being, and opportunities for women and girls by strategically investing. Board member since May 2023. Approx 2 hours/month, 0 during securities trading hours. Provides advice to the organization. 8.Toniic: investment-related. PO Box 6866, Bend OR. Non profit organization promotes adoption of Impact Investing for high net worth and institutional investors. Board member since January 2020. Approx 10 hours/month, 1 during securities trading hours. Serves on Board of Directors.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew William Patsky's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 31, 2023 - Present
TRILLIUM ASSET MANAGEMENT
Office #1: One Congress Street Suite 3101, Boston, MA 02114RIA
CRD#: 110901
Boston, MA
Past
September 10, 2008 - October 26, 2009
QUASAR DISTRIBUTORS, LLC
BD
CRD#: 103848
PORTLAND, ME
Past
January 3, 2006 - June 2, 2008
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
BOSTON, MA
Past
January 29, 1996 - December 31, 2005
CANACCORD GENUITY LLC
BD
CRD#: 1020
NEW YORK, NY
Past
August 4, 1993 - April 3, 1995
ROBERTSON, STEPHENS & COMPANY LLC
BD
CRD#: 7730
SAN FRANCISCO, CA
Past
April 23, 1992 - June 10, 1993
DEUTSCHE BANK SECURITIES INC.
BD
CRD#: 2525
NEW YORK, NY
Past
July 29, 1986 - April 11, 1992
LEHMAN BROTHERS INC.
BD
CRD#: 7506
Past
January 9, 1986 - August 8, 1986
CIBC WORLD MARKETS CORP.
BD
CRD#: 630
Past
September 20, 1984 - April 11, 1992
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRILLIUM ASSET MANAGEMENT
TRILLIUM ASSET MANAGEMENT | TRILLIUM ASSET MANAGEMENT, LLC | TRILLIUM ASSET MANAGEMENT CORP.
CRD#: 110901 / SEC#: 801-17958
RIA
Registered Investment Advisory firm - (12/3/1982 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(5/31/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
TA
TRILLIUM ASSET MANAGEMENT
TRILLIUM ASSET MANAGEMENT | TRILLIUM ASSET MANAGEMENT, LLC | TRILLIUM ASSET MANAGEMENT CORP.
CRD#: 110901 / SEC#: 801-17958
RIA
Registered Investment Advisory firm - (12/3/1982 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Congress Street Suite 3101, Boston, MA 02114
Mailing Address
Phone number
(617) 423-6655
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,149 |
| AUM (Assets Under Management) | $ 5,012,664,360 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/03/2025 | ||
| 02/26/2025 | ||
| 08/21/2023 | ||
| 02/28/2023 |
Red Flags
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Company Information
TRILLIUM ASSET MANAGEMENT
CRD#: 110901Boston, MA 02114TRUST BUT VERIFY
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