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Matthew J Price

GREEN PIER FINTECH
NEW YORK CITY, NY
·CRD# 1417511·23 years experience

Professional Summary

Matthew J Price, who also goes by Matthew John Price, Matthew Price, is a registered financial advisor currently at GREEN PIER FINTECH LLC located in New York City, New York. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2003. Matthew has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matthew John Price, Matthew Price

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

GREEN PIER FINTECH LLC·CRD# 313305
BD
640 Fifth Avenue, New York City, NY 10019-6102
July 11, 2024 - Present
DIGITAL BROKERAGE SERVICES LLC·CRD# 308213
BD
Jersey City, NJ
March 9, 2021 - July 16, 2024
FIDELITY PRIME FINANCING·CRD# 299736
BD
New York City, NY
July 23, 2019 - July 16, 2024
NATIONAL FINANCIAL SERVICES LLC·CRD# 13041
BD
New York City, NY
October 14, 2008 - July 16, 2024
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
New York City, NY
October 14, 2008 - July 16, 2024
UBS SECURITIES LLC·CRD# 7654
BD
Stamford, CT
July 25, 2005 - July 16, 2008
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
May 26, 2003 - July 7, 2005

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Current Firm

GP
GREEN PIER FINTECH LLC

GREEN PIER FINTECH LLC

CRD#: 313305 / SEC#: 8-70700
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)

Contact Information

Main Address

245 Summer Street V3a, Boston, MA 02210

Mailing Address

245 Summer Street V3a, Boston, MA 02210

Phone Number

(617) 563-7000

Established

Delaware since 02/05/2020

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.MEMBER—
ALBERTELLI, ALYSSA ANNINTERIM CHIEF COMPLIANCE OFFICER6091317
DESJOURDY, BRIANVP STRATEGY2520622
MORAN, EDWARD MICHAELPRINCIPAL OPERATIONS OFFICER1273715
PRICE, MATTHEWCHIEF EXECUTIVE OFFICER1417511
SMITH, JORDANPRINCIPAL FINANCIAL OFFICER6534026
WEAVER, BRYAN ROBERTCHIEF LEGAL OFFICER2933941

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Illinois
(1/6/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2003About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2003About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 2004About the Series 24 exam
Cboe EDGX Exchange, Inc.
SRO Registrations
FINRA
SRO Registrations
Nasdaq Stock Market
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Matthew J Price's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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