MG
Matthew J. Greene
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
MADISON, CT
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CRD#: 5690283
MG
Professional summary
Matthew John Greene, who also goes by Matthew Greene, is a registered financial advisor currently at FIDELITY INSTITUTIONAL WEALTH ADVISER LLC located in Madison, Connecticut and FIDELITY DISTRIBUTORS COMPANY LLC located in Smithfield, Rhode Island.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Matthew has worked at 4 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Greene
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.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Greene'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®
NoneExperience
Current
August 2, 2023 - Present
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
Office #2: 500 Salem Street, Smithfield, RI 02917RIA
CRD#: 301896
MADISON, CT
Current
April 17, 2023 - Present
FIDELITY DISTRIBUTORS COMPANY LLC
Office #1: 500 Salem Street, Smithfield, RI 02917BD
CRD#: 17507
Smithfield, RI
Past
April 25, 2014 - May 1, 2017
QUASAR DISTRIBUTORS, LLC
BD
CRD#: 103848
PORTLAND, ME
Past
November 18, 2013 - October 3, 2022
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
RIA
CRD#: 144594
STAMFORD, CT
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".
FI
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
FIDELITY INSTITUTIONAL AM | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
CRD#: 301896 / SEC#: 801-116860
RIA
Registered Investment Advisory firm - (6/28/2019 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.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(9/18/2025)
RR
Alaska(9/18/2025)
RR
Arizona(4/25/2023)
RR
Arkansas(9/18/2025)
RR
California(9/18/2025)
RR
Colorado(4/19/2023)
RR
Connecticut(4/18/2023)
IAR
Connecticut(1/8/2025)
RR
Delaware(9/18/2025)
RR
District of Columbia(4/20/2023)
RR
Florida(4/18/2023)
RR
Georgia(9/18/2025)
RR
Hawaii(9/18/2025)
RR
Idaho(4/20/2023)
RR
Illinois(9/18/2025)
RR
Indiana(9/18/2025)
RR
Iowa(9/18/2025)
RR
Kansas(9/18/2025)
RR
Kentucky(9/18/2025)
RR
Louisiana(4/21/2023)
RR
Maine(4/19/2023)
RR
Maryland(4/24/2023)
RR
Massachusetts(9/18/2025)
RR
Michigan(9/18/2025)
RR
Minnesota(9/18/2025)
RR
Mississippi(9/18/2025)
RR
Missouri(9/18/2025)
RR
Montana(9/18/2025)
RR
Nebraska(9/18/2025)
RR
Nevada(4/24/2023)
RR
New Hampshire(9/18/2025)
RR
New Jersey(9/18/2025)
RR
New Mexico(9/18/2025)
RR
New York(9/18/2025)
RR
North Carolina(9/18/2025)
RR
North Dakota(9/18/2025)
RR
Ohio(12/12/2023)
RR
Oklahoma(9/18/2025)
RR
Oregon(9/18/2025)
RR
Pennsylvania(9/18/2025)
RR
Puerto Rico(4/28/2023)
RR
Rhode Island(9/18/2025)
RR
South Carolina(9/18/2025)
RR
South Dakota(9/18/2025)
RR
Tennessee(9/18/2025)
IAR
Texas(8/2/2023)
RR
Texas(9/18/2025)
RR
Utah(9/18/2025)
RR
Vermont(9/18/2025)
RR
Virginia(8/11/2025)
RR
Washington(9/18/2025)
RR
West Virginia(9/18/2025)
RR
Wisconsin(9/18/2025)
RR
Wyoming(9/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/14/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FI
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
FIDELITY INSTITUTIONAL AM | FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
CRD#: 301896 / SEC#: 801-116860
RIA
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Contact information
Main Address
245 Summer Street, Boston, MA 02210
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
194
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 829 |
| AUM (Assets Under Management) | $ 6,468,261,663 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/26/2023 |
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.
