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MS

Matthew L. Spring

ABERDEEN FUND DISTRIBUTORS
New York, NY 10022
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CRD#: 5048663
MS

Professional summary


Matthew Lawson Spring is a registered financial professional currently at ABERDEEN FUND DISTRIBUTORS, LLC located in New York, New York.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2005. Matthew has worked at 5 firms and has passed the Series 66, Series 57TO, SIE, Series 55 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Matthew Lawson Spring'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

January 7, 2019 - Present

ABERDEEN FUND DISTRIBUTORS, LLC

Office #1: 875 Third Ave 4th Floor, New York, NY 10022
BD
CRD#: 146230
New York, NY
Past

July 31, 2014 - October 18, 2018

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

July 18, 2011 - August 19, 2014

MORGAN STANLEY

RIA
CRD#: 149777
PURCHASE, NY
Past

July 18, 2011 - August 19, 2014

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

April 19, 2007 - April 18, 2011

STONE & YOUNGBERG LLC

RIA
CRD#: 795
SAN FRANCISCO, CA
Past

April 19, 2007 - April 18, 2011

STONE & YOUNGBERG LLC

BD
CRD#: 795
SAN FRANCISCO, CA
Past

January 25, 2006 - January 16, 2007

M.L. STERN & CO., LLC.

RIA
CRD#: 8327
SAN FRANCISCO, CA
Past

December 8, 2005 - January 16, 2007

M.L. STERN & CO., LLC.

BD
CRD#: 8327
SAN FRANCISCO, CA

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(1/7/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/24/2006
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/1/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AF
ABERDEEN FUND DISTRIBUTORS, LLC
ABERDEEN FUND DISTRIBUTORS, LLC

CRD#: 146230 / SEC#: , 8-67799

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1900 Market Street Suite 200, Philadelphia, PA 19103
Mailing Address
1900 Market Street Suite 200, Philadelphia, PA 19103
Phone number
(215) 405-5700
Established
Delaware since 10/31/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ABRDN, INC.SOLE MEMBER
DUNN, STEVEN BOYDCHIEF EXECUTIVE OFFICER2203356
HETTEL, KENDRA ANNACHIEF COMPLIANCE OFFICER6164999
KIRSCHENBLATT, CHAD ETHANCHIEF FINANCIAL OFFICER/FINOP2503352

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


ABERDEEN FUND DISTRIBUTORS, LLC

CRD#: 146230New York, NY 10022

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