Matthew Laliberte
Professional Summary
Matthew Laliberte, who also goes by Matt Laliberte, Matthew Laliberte, is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Laliberte, Matthew Laliberte
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
3 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
GREEN PIER FINTECH LLC
Contact Information
Main Address
245 Summer Street V3a, Boston, MA 02210Mailing Address
245 Summer Street V3a, Boston, MA 02210Phone Number
(617) 563-7000Established
Delaware since 02/05/2020Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | — |
| DESJOURDY, BRIAN | VP STRATEGY | 2520622 |
| MORAN, EDWARD MICHAEL | PRINCIPAL OPERATIONS OFFICER | 1273715 |
| PRICE, MATTHEW | CHIEF EXECUTIVE OFFICER | 1417511 |
| RONZONI, MICHAEL P | CHIEF COMPLIANCE OFFICER | 6791554 |
| SMITH, JORDAN | PRINCIPAL FINANCIAL OFFICER | 6534026 |
| WEAVER, BRYAN ROBERT | CHIEF LEGAL OFFICER | 2933941 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Laliberte's CRS (Customer Relationship Summary).
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