MR
Matthew H. Remis
FARTHER
North Andover, MA
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CRD#: 5949597
MR
Professional summary
Matthew Howard Remis is a registered financial advisor currently at FARTHER located in North Andover, Massachusetts.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
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.
1.North Andover Youth Baseball*Serving on the board and helping to ensure that baseball exists, runs smoothly, and includes as many kids interested in playing in town* Not investment*4Hrs per mnth/0 during trade*2/8/23 2.Congregation Ahavat Olam*I am one of the founders of a new synagogue in my town*Not Investment*5 hrs per mnth/0 during trade*2/8/23*North Andover, MA 3.Beth Israel Deaconess Finance Committee*I have served as a member of the Finance Committee for close to 15 years.*As a committee, we understand the financial concerns and budgets of the hospital and help to navigate the near and longer term*No Invest*3 hr per mnth*2/8/23*Boston, MA
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Howard Remis'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
May 2, 2025 - Present
FARTHER
RIA
CRD#: 302050
North Andover, MA
Past
March 7, 2023 - May 6, 2025
NEW EDGE WEALTH
RIA
CRD#: 307771
Stamford, CT
Past
March 3, 2021 - February 17, 2023
SVB WEALTH
RIA
CRD#: 172832
Boston, MA
Past
September 7, 2011 - July 29, 2020
MORGAN STANLEY
BD
CRD#: 149777
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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 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.Highlighted states indicate IAR registrations
IAR
Massachusetts(5/8/2025)
IAR
Texas(5/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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