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Matthew James Maceachern

CRD# 2571255·Registered 1995 - 2013
Previously Registered: Being a previously registered professional could mean that Matthew is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Matthew James Maceachern, who also goes by Matt Maceachern, was a registered financial advisor. Matthew was a previously registered financial professional and started their career in finance 1995 - 2013. Matthew had worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt Maceachern

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

31 years in the financial services industry

Current & Past Employments

EMERALD ALLOCATION STRATEGIES, LLC·CRD# 145770
RIA
Weston, FL
June 8, 2010 - January 2, 2013
EMERALD ASSET ADVISORS LLC·CRD# 107935
RIA
Weston, FL
November 22, 2005 - January 2, 2013
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Merrimack, NH
March 12, 2003 - November 12, 2004
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Smithfield, RI
December 17, 1998 - November 12, 2004
LEERINK PARTNERS LLC·CRD# 39011
BD
Boston, MA
November 14, 1995 - December 10, 1998
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC·CRD# 11025
BD
St. Louis, MO
June 6, 1995 - November 16, 1995
DETWILER FENTON & CO.·CRD# 1794
BD
Boston, MA
March 8, 1995 - June 14, 1995

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Current Firm

EA
EMERALD ALLOCATION STRATEGIES, LLC

EMERALD ALLOCATION STRATEGIES, LLC | THE EMERALD COMPANIES

CRD#: 145770 / SEC#: 801-68620

Contact Information

Main Address

2843 Executive Park Drive, Weston, FL 33331

Documents

Latest Form ADV

Part 2 Brochures

EMERALD ALLOCATION STRATEGIES COMPLETE BROCHURE (3/6/2013)

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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.
This advisor is not registered in any state.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2000About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1995About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 1995About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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