Matthew W. Fry
OSAIC INSTITUTIONS | Wealth Advisor
Haverford, PA 19041
Some features on this profile are disabled
CRD#: 5100994
Professional summary
Matthew W. Fry, AIF®, CFP®, who also goes by Matthew William Fry, Matthew Fry, is a registered financial advisor currently at OSAIC INSTITUTIONS, INC. located in Haverford, Pennsylvania.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Matthew has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7 and Series 6 exams.
Biography
Matthew Fry is a Wealth Advisor with The Wilson Group at J.P. Morgan Wealth Management. With over 15 years of experience in the financial services industry, he primarily works with high-net-worth individuals, corporate executives, small business owners and retirees.
Matt and The Wilson Group provide tailored investment portfolios as opposed to outsourcing to third-party investment managers. They feel such an approach is more efficient, cost-effective and personalized to the client, providing insight into the team's philosophy and thought process. He conducts analytical and trading due diligence on the team's equity and fixed income portfolios, along with stress testing using historical periods of elevated volatility. Leveraging J.P. Morgan's intellectual capital accompanied by quantitative and qualitative analysis, Matt contributes to the team's overall investment process and portfolio strategy.
To help clients pursue long- and short-term goals, Matt delves deeply to fact-find and understand their risk tolerance, and creates a financial plan that helps fit their risk appetites and guides them to their goals. Matt believes this individualized approach, coupled with consistent client contact and personal service, provides value for the team's clients. Matt is also a CERTIFIED FINANCIAL PLANNER™ professional. CFP® professionals have completed extensive training and experience requirements, and are held to higher ethical standards.
Born and raised in Philadelphia, Matt received his B.S. in Business Administration from the University of Richmond in 2005, and his M.B.A. from Villanova University in 2012. He began his investment career in 2006 when he joined Delaware Investments. In 2008, Matt accepted a wholesaling position with Lincoln Financial Group in Radnor, Pennsylvania, where he garnered substantial experience in variable and fixed annuities, and insurance. Matt became a member of The Wilson Group when he joined Morgan Stanley Wealth Management in 2012, and transitioned to J.P. Morgan in March 2015.
Matt currently resides in Havertown, Pennsylvania, with his wife, Stephanie, and daughters, Parker and Teagan. In his free time, Matt enjoys playing golf, traveling and spending time with family.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Education Planning
Retirement Planning
Retirement Income Management
Insurance Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Matthew William Fry | Matthew Fry
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.
Effective 6/15/2018 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew W. Fry's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Matthew W. Fry's 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®
CFP®
Start date: 2018
Experience
Current
December 13, 2024 - Present
OSAIC INSTITUTIONS, INC.
Office #1: 354 W. Lancaster Ave. Unit 212, Haverford, PA 19041RIA
BD
CRD#: 35371
Haverford, PA
Current
December 13, 2024 - Present
OSAIC INSTITUTIONS, INC.
Office #1: 354 W. Lancaster Ave. Unit 212, Haverford, PA 19041RIA
BD
CRD#: 35371
Haverford, PA
Past
March 13, 2015 - January 10, 2025
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PHILADELPHIA, PA
Past
March 13, 2015 - January 10, 2025
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PHILADELPHIA, PA
Past
October 4, 2012 - March 25, 2015
MORGAN STANLEY
RIA
CRD#: 149777
BRYN MAWR, PA
Past
September 26, 2012 - March 25, 2015
MORGAN STANLEY
BD
CRD#: 149777
BRYN MAWR, PA
Past
May 6, 2008 - August 29, 2012
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
May 17, 2006 - March 28, 2008
DELAWARE DISTRIBUTORS, L.P.
BD
CRD#: 14232
PHILADELPHIA, PA
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".
OI
OSAIC INSTITUTIONS, INC.
CONNECTICUT ASSOCIATION SECURITIES, INC. | OSAIC INSTITUTIONS, INC. | INFINEX INVESTMENTS, INC.
CRD#: 35371 / SEC#: 801-67242, 8-46661
RIA
Registered Investment Advisory firm - SEC (11/2/2006 Approved)Connecticut
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Florida
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Indiana
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Maine
Registered Investment Advisory firm - SEC (12/7/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (3/23/2007 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Ohio
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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.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
Alabama(12/13/2024)
RR
Arizona(12/13/2024)
RR
California(12/13/2024)
RR
Colorado(12/13/2024)
RR
Connecticut(12/13/2024)
RR
Delaware(12/13/2024)
RR
District of Columbia(12/13/2024)
RR
Florida(12/13/2024)
RR
Georgia(12/13/2024)
RR
Hawaii(12/13/2024)
RR
Idaho(12/13/2024)
RR
Illinois(12/13/2024)
RR
Indiana(12/13/2024)
RR
Kentucky(12/13/2024)
RR
Maryland(12/13/2024)
RR
Massachusetts(12/13/2024)
RR
Michigan(12/13/2024)
RR
Minnesota(12/13/2024)
RR
Nebraska(12/13/2024)
RR
Nevada(12/13/2024)
RR
New Jersey(12/13/2024)
RR
New York(12/13/2024)
RR
North Carolina(12/13/2024)
RR
Ohio(12/13/2024)
IAR
Ohio(12/13/2024)
RR
Pennsylvania(12/13/2024)
IAR
Pennsylvania(12/13/2024)
RR
South Carolina(12/13/2024)
RR
Texas(12/13/2024)
IAR
Texas(12/13/2024)
RR
Vermont(12/13/2024)
RR
Virgin Islands(12/13/2024)
RR
Virginia(12/13/2024)
RR
West Virginia(12/13/2024)
RR
Wisconsin(12/13/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OI
OSAIC INSTITUTIONS, INC.
CONNECTICUT ASSOCIATION SECURITIES, INC. | OSAIC INSTITUTIONS, INC. | INFINEX INVESTMENTS, INC.
CRD#: 35371 / SEC#: 801-67242, 8-46661
RIA
Registered Investment Advisory firm - SEC (11/2/2006 Approved)Connecticut
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Florida
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Indiana
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Maine
Registered Investment Advisory firm - SEC (12/7/2006 Terminated)Massachusetts
Registered Investment Advisory firm - SEC (3/23/2007 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Ohio
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Pennsylvania
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (11/22/2006 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
538 Preston Avenue, Meriden, CT 06450-4858
Mailing Address
538 Preston Avenue, Meriden, CT 06450-4858
Phone number
(203) 599-6000
Established
Connecticut since 04/07/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
630
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| OSAIC INSTITUTIONS HOLDINGS, INC. | HOLDING COMPANY | |
| AMARANTE, STEPHEN PAUL | PRESIDENT, CEO AND DIRECTOR | 3165067 |
| CORNICK, GREGORY ALLEN | DIRECTOR | 3132991 |
| HAMMOND, DORI JAMILLE | CHIEF COMPLIANCE OFFICER | 3259012 |
| MITCHELL, CHRISTOPHER MILLS | CORPORATE TREASURER, FINANCIAL AND OPERATIONS PRINCIPAL | 2420144 |
| PRICE, JAMES DALE | CHAIRMAN | 1243224 |
| SCHLUETER, MATTHEW ADAM | DIRECTOR AND EXECUTIVE VICE PRESIDENT OPERATIONS AND TECHNOLOGY SOLUTIONS | 2627931 |
Regulatory assets under management
| Total Number of Accounts | 8,779 |
| AUM (Assets Under Management) | $ 4,024,448,971 |
Disclosures
| Regulatory Event | 8 |
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
OSAIC INSTITUTIONS, INC.
Wealth AdvisorCRD#: 35371Haverford, PA 19041TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
