Matthew S. Guleserian

LMCG INVESTMENTS

Boston, MA 02108

Some features on this profile are disabled

CRD#: 5615898

Professional summary

Matthew Scott Guleserian is a registered financial advisor currently at LMCG INVESTMENTS, LLC located in Boston, Massachusetts.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Matthew Scott Guleserian'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

July 22, 2009 - Present

LMCG INVESTMENTS, LLC

Office #1: One Boston Place 201 Washington Street 29th Floor, Boston, MA, 02108

RIA

CRD#: 149936

Boston, MA

Past

December 5, 2008 - August 13, 2009

MUNDER LEE INVESTMENTS LTD

RIA

CRD#: 108440

BOSTON, MA

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".

LMCG INVESTMENTS, LLC

LEE MUNDER CAPITAL GROUP, LLC | LMCG INVESTMENTS, LLC | LMCG

CRD#: 149936 / SEC#: 801-70357

RIA

Registered Investment Advisory firm - (7/6/2009 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
(7/22/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

LMCG INVESTMENTS, LLC

LEE MUNDER CAPITAL GROUP, LLC | LMCG INVESTMENTS, LLC | LMCG

CRD#: 149936 / SEC#: 801-70357

RIA

Registered Investment Advisory firm - (7/6/2009 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

One Boston Place 201 Washington Street 29th Floor, Boston, MA, 02108

Mailing Address

Phone number

(617) 380-5600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LMCG INVESTMENTS, LLC FORM ADV PART 2A BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,160
AUM (Assets Under Management)	$ 6,545,996,799

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/10/2025	Cover Page	Report
12/11/2024	Cover Page	Report
01/24/2024	Cover Page	Report
12/28/2022	Cover Page	Report

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.

Similar Advisors

Martin Robbins

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Norwell, MA

Tamara Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew S. Guleserian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Guleserian's CRS (Customer Relationship Summary).

Certified licenses

Experience

LMCG INVESTMENTS, LLC

MUNDER LEE INVESTMENTS LTD

Primary Firm SEC Registration

LMCG INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Current Firm

LMCG INVESTMENTS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LMCG INVESTMENTS, LLC

TRUST BUT VERIFY

Similar Advisors