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MM

Matthew J. Mclaughlin

SAVIOR WEALTH
Foxboro, MA 02035
Some features on this profile are disabled
CRD#: 4066278
MM

Professional summary

Matthew John Mclaughlin, who also goes by Matthew J Mclaughlin, is a registered financial advisor currently at SAVIOR WEALTH located in Foxboro, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Matthew has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew J Mclaughlin

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 John Mclaughlin'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

October 4, 2022 - Present

SAVIOR WEALTH

Office #1: 132 Central Street Suite 208, Foxboro, MA 02035
RIA
CRD#: 299178
Foxboro, MA
Past

June 29, 2018 - September 29, 2022

SECURITIES AMERICA, INC.

BD
CRD#: 10205
BROCKTON, MA
Past

February 6, 2017 - September 29, 2022

THE PATRIOT FINANCIAL GROUP, LLC

RIA
CRD#: 172470
Brockton, MA
Past

January 19, 2017 - July 3, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
BROCKTON, MA
Past

May 28, 2013 - January 24, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HINGHAM, MA
Past

April 2, 2009 - April 29, 2013

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BROCKTON, MA
Past

May 22, 2008 - February 2, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
NORWELL, MA
Past

May 8, 2008 - February 2, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NORWELL, MA
Past

May 2, 2006 - April 22, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WALTHAM, MA
Past

April 18, 2006 - May 1, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WALTHAM, MA
Past

July 1, 2003 - April 22, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 25, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

January 2, 2000 - July 26, 2001

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
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".
SW
SAVIOR WEALTH
LEGACY WEALTH MANAGEMENT ADVISORS | SAVIOR WEALTH, LLC | SAVIOR WEALTH | SAVIOR LLC | PROPHET EDGE | PENTA WEALTH MANAGEMENT LLC | PENTA WEALTH MANAGEMENT | MCLAUGHLIN FINANCIAL CONSULTING

CRD#: 299178 / SEC#: 801-114564

RIA
Registered Investment Advisory firm - (1/28/2019 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
(10/4/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/26/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/11/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 6/26/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 12/29/1999
General Securities Representative Examination

Current Firm

SW
SAVIOR WEALTH
LEGACY WEALTH MANAGEMENT ADVISORS | SAVIOR WEALTH, LLC | SAVIOR WEALTH | SAVIOR LLC | PROPHET EDGE | PENTA WEALTH MANAGEMENT LLC | PENTA WEALTH MANAGEMENT | MCLAUGHLIN FINANCIAL CONSULTING

CRD#: 299178 / SEC#: 801-114564

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
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Contact information

Main Address
40 Washington Street Suite 210, Wellesley, MA 02481
Mailing Address
Phone number
(617) 699-8877
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM BROCHURE (3/27/2025)
FORM ADV PART 2A, FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts352
AUM (Assets Under Management)$ 111,547,543

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

SAVIOR WEALTH

CRD#: 299178Foxboro, MA 02035

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