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MM

Matthew L. Mcmenamy

FORESIDE FINANCIAL SERVICES
Portland, ME 04101
Some features on this profile are disabled
CRD#: 5185079
MM

Professional summary

Matthew Lawrence Mcmenamy, who also goes by Matthew Lawrence Mcmenamy, Matthew L Mcmenamy, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Portland, Maine.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2006. Matthew has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Matthew Lawrence Mcmenamy | Matthew L Mcmenamy

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 Lawrence Mcmenamy'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®
None

Experience

Current

November 21, 2024 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101
BD
CRD#: 148477
Portland, ME
Past

January 21, 2021 - December 31, 2024

SMEAD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 173734
PORTLAND, ME
Past

December 19, 2012 - November 20, 2020

WELLINGTON FUNDS DISTRIBUTORS INC.

BD
CRD#: 152768
Boston, MA
Past

May 12, 2010 - January 18, 2011

LIGHTHOUSE CAPITAL, LLC

RIA
CRD#: 147497
WOBURN, MA
Past

May 11, 2010 - January 18, 2011

SOMERSET SECURITIES, INC.

BD
CRD#: 2493
BOSTON, MA
Past

March 31, 2009 - May 25, 2010

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
MILTON, MA
Past

March 10, 2009 - May 25, 2010

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
MILTON, MA
Past

January 14, 2009 - March 4, 2009

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BOSTON, MA
Past

August 3, 2006 - December 15, 2008

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT

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
Alabama
(1/2/2025)
RR
Alaska
(1/2/2025)
RR
Arizona
(1/2/2025)
RR
Arkansas
(1/2/2025)
RR
California
(1/2/2025)
RR
Colorado
(1/2/2025)
RR
Connecticut
(1/2/2025)
RR
Delaware
(1/2/2025)
RR
District of Columbia
(1/2/2025)
RR
Florida
(1/2/2025)
RR
Hawaii
(1/2/2025)
RR
Idaho
(1/2/2025)
RR
Illinois
(1/2/2025)
RR
Indiana
(1/2/2025)
RR
Iowa
(1/2/2025)
RR
Kansas
(1/2/2025)
RR
Kentucky
(1/2/2025)
RR
Louisiana
(1/2/2025)
RR
Maine
(1/2/2025)
RR
Maryland
(1/2/2025)
RR
Massachusetts
(1/2/2025)
RR
Michigan
(1/2/2025)
RR
Minnesota
(1/2/2025)
RR
Mississippi
(1/2/2025)
RR
Missouri
(1/2/2025)
RR
Montana
(1/2/2025)
RR
Nebraska
(1/2/2025)
RR
Nevada
(1/2/2025)
RR
New Hampshire
(1/2/2025)
RR
New Jersey
(1/2/2025)
RR
New Mexico
(1/2/2025)
RR
New York
(1/2/2025)
RR
North Carolina
(1/2/2025)
RR
North Dakota
(1/2/2025)
RR
Ohio
(1/2/2025)
RR
Oklahoma
(1/2/2025)
RR
Oregon
(1/2/2025)
RR
Pennsylvania
(1/2/2025)
RR
Rhode Island
(1/2/2025)
RR
South Carolina
(1/2/2025)
RR
South Dakota
(1/2/2025)
RR
Tennessee
(1/2/2025)
RR
Texas
(1/2/2025)
RR
Utah
(1/2/2025)
RR
Vermont
(1/2/2025)
RR
Virginia
(1/2/2025)
RR
Washington
(1/2/2025)
RR
West Virginia
(1/2/2025)
RR
Wisconsin
(1/2/2025)
RR
Wyoming
(1/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/4/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/8/2006
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 7
Date: 6/25/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/2/2006
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORESIDE FINANCIAL SERVICES, LLC
BHIL DISTRIBUTORS, INC. | FORESIDE FINANCIAL SERVICES, LLC | BHIL DISTRIBUTORS, LLC

CRD#: 148477 / SEC#: , 8-68027

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

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 07/31/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCDIRECTOR OWNER/SOLE MEMBER
BRUNNER, JENNIFER ANNEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER1137783
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477Portland, ME 04101

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