Matthew R. Bielski
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Matthew Ross Bielski, who also goes by Matthew Bielski, was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2010. Matthew had worked at 5 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 62 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 31, 2023 - August 23, 2024
FORESIDE FUND SERVICES, LLC
January 16, 2020 - November 9, 2021
FORESIDE FUND SERVICES, LLC
May 13, 2019 - December 31, 2019
QUASAR DISTRIBUTORS, LLC
May 31, 2018 - August 29, 2018
QUASAR DISTRIBUTORS, LLC
July 30, 2013 - January 9, 2018
FORESIDE FUND SERVICES, LLC
January 3, 2012 - July 29, 2013
BLACKROCK INVESTMENTS, LLC
June 10, 2011 - December 31, 2011
BLACKROCK FUND DISTRIBUTION COMPANY
February 5, 2010 - May 11, 2011
DEVELOPMENT CORPORATION FOR ISRAEL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 62
Date: 2/4/2010
Corporate Securities Limited Representative ExaminationCurrent Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
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