Matthew D. Breuer
Professional summary
Matthew David Breuer is a registered financial advisor currently at BOWDITCH ADVISORY SERVICES, LP located in Boston, Massachusetts.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 1 firm and has passed the Series 65 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Breuer's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 1, 2022 - Present
BOWDITCH ADVISORY SERVICES, LP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/1/2022)
Exams
Current Firm
BOWDITCH ADVISORY SERVICES, LP
CRD#: 318283 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 16,500,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/02/2024 | ||
| 09/18/2023 |
Red Flags
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