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MS

Matthew B. Scales

SIGNAL RIDGE CAPITAL PARTNERS
Framingham, MA 01701
Some features on this profile are disabled
CRD#: 2593610
MS

Professional summary


Matthew Butler Scales, who also goes by Matt Scales, is a registered financial advisor currently at SIGNAL RIDGE CAPITAL PARTNERS, LLC located in Framingham, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Matthew has worked at 5 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matt Scales

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Matthew Butler Scales's CRS (Customer Relationship Summary).
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®
None

Experience


Current

February 27, 2023 - Present

SIGNAL RIDGE CAPITAL PARTNERS, LLC

Office #1: 434 Old Connecticut Path Suite 3a, Framingham, MA 01701
RIA
CRD#: 167576
Framingham, MA
Past

January 15, 2020 - March 30, 2023

STAGECOACH INVESTMENT CONSULTING

RIA
CRD#: 305877
SUDBURY, MA
Past

September 19, 2016 - January 2, 2018

WELLINGTON FUNDS DISTRIBUTORS INC.

BD
CRD#: 152768
BOSTON, MA
Past

September 9, 2011 - January 4, 2016

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

January 11, 2008 - September 29, 2009

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

April 28, 1995 - October 31, 2000

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA

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
(2/27/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 12/30/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


SR
SIGNAL RIDGE CAPITAL PARTNERS, LLC
SIGNAL RIDGE CAPITAL PARTNERS, LLC

CRD#: 167576 / SEC#: 801-134889

Massachusetts
Registered Investment Advisory firm - (6/11/2013 Approved)
New York
Registered Investment Advisory firm - (6/6/2014 Approved)
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Contact information


Main Address
434 Old Connecticut Path Suite 3a, Framingham, MA 01701
Mailing Address
Phone number
(617) 607-3222
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SRCP ADV PART2A WRAP FEE BROCHURE (11/4/2025)

Regulatory assets under management


Total Number of Accounts94
AUM (Assets Under Management)$ 110,618,027

Red Flags


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.

Company Information


SIGNAL RIDGE CAPITAL PARTNERS, LLC

CRD#: 167576Framingham, MA 01701

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