ML
Matthew Laliberte
GREEN PIER FINTECH
Boston, MA 02210
Some features on this profile are disabled
CRD#: 7740901
ML
Professional summary
Matthew Laliberte, who also goes by Matt Laliberte, Matthew Laliberte, is a registered financial professional currently at GREEN PIER FINTECH LLC located in Boston, Massachusetts.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 2023. Matthew has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Matt Laliberte | Matthew Laliberte
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) - BD
Click below to view Matthew Laliberte'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
March 20, 2026 - Present
GREEN PIER FINTECH LLC
Office #1: 245 Summer Street V3a, Boston, MA 02210BD
CRD#: 313305
Boston, MA
Past
September 20, 2023 - December 12, 2025
NATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 13041
BOSTON, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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(3/20/2026)
RR
Alaska(3/20/2026)
RR
Arizona(3/20/2026)
RR
Arkansas(3/20/2026)
RR
California(3/20/2026)
RR
Colorado(3/20/2026)
RR
Connecticut(3/20/2026)
RR
Delaware(3/20/2026)
RR
District of Columbia(3/20/2026)
RR
Florida(3/20/2026)
RR
Georgia(3/20/2026)
RR
Hawaii(3/20/2026)
RR
Idaho(3/20/2026)
RR
Illinois(3/20/2026)
RR
Indiana(3/20/2026)
RR
Iowa(3/20/2026)
RR
Kansas(3/20/2026)
RR
Kentucky(3/20/2026)
RR
Louisiana(3/20/2026)
RR
Maine(3/20/2026)
RR
Maryland(3/20/2026)
RR
Massachusetts(3/20/2026)
RR
Michigan(3/20/2026)
RR
Minnesota(3/20/2026)
RR
Mississippi(3/20/2026)
RR
Missouri(3/20/2026)
RR
Montana(3/20/2026)
RR
Nebraska(3/20/2026)
RR
Nevada(3/20/2026)
RR
New Hampshire(3/20/2026)
RR
New Jersey(3/20/2026)
RR
New Mexico(3/20/2026)
RR
New York(3/20/2026)
RR
North Carolina(3/20/2026)
RR
North Dakota(3/20/2026)
RR
Ohio(3/20/2026)
RR
Oklahoma(3/20/2026)
RR
Oregon(3/20/2026)
RR
Pennsylvania(3/20/2026)
RR
Puerto Rico(3/20/2026)
RR
Rhode Island(3/20/2026)
RR
South Carolina(3/20/2026)
RR
South Dakota(3/20/2026)
RR
Tennessee(3/20/2026)
RR
Texas(3/20/2026)
RR
Utah(3/20/2026)
RR
Vermont(3/20/2026)
RR
Virgin Islands(3/20/2026)
RR
Virginia(3/20/2026)
RR
Washington(3/20/2026)
RR
West Virginia(3/20/2026)
RR
Wisconsin(3/20/2026)
RR
Wyoming(3/20/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/20/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market
Current Firm
GP
GREEN PIER FINTECH LLC
GREEN PIER FINTECH LLC
CRD#: 313305 / SEC#: , 8-70700
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
245 Summer Street V3a, Boston, MA 02210
Mailing Address
245 Summer Street V3a, Boston, MA 02210
Phone number
(617) 563-7000
Established
Delaware since 02/05/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | |
| DESJOURDY, BRIAN | VP STRATEGY | 2520622 |
| HOLMES, GARY | CHIEF COMPLIANCE OFFICER | 3171812 |
| MORAN, EDWARD MICHAEL | PRINCIPAL OPERATIONS OFFICER | 1273715 |
| PRICE, MATTHEW | CHIEF EXECUTIVE OFFICER | 1417511 |
| SMITH, JORDAN | PRINCIPAL FINANCIAL OFFICER | 6534026 |
| WEAVER, BRYAN ROBERT | CHIEF LEGAL OFFICER | 2933941 |
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.
Company Information
GREEN PIER FINTECH LLC
CRD#: 313305Boston, MA 02210TRUST BUT VERIFY
Monitor Matthew Laliberte
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
