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Matthew Collins

28 Years of Experience
Quincy, MA
Broker

Matthew Collins is a registered investment advisor at Invesco Advisers, INC., based in Quincy, MA, with 28 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61,236 clients with $760B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Invesco Advisers manages investments for clients through various strategies, with fees ranging from 0.01% to 1.50% annually, depending on the specific investment strategy and the amount invested. These fees cover investment advisory services but do not include brokerage, custody, or other service provider fees. Fees are negotiable in certain cases. Invesco Advisers may also act as a sub-advisor and share fees with other registered investment advisors.

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Location

Quincy, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Invesco Advisers, INC.
July 2015 - Present · 10 yrs 10 mos
Invesco Distributors, INC.
July 2015 - Present · 10 yrs 10 mos
Invesco Distributors, INC.Broker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Blackrock Investments, LLCBroker
September 2006 - January 2015 · 8 yrs 4 mos
Fam Distributors, INC.Broker
October 1998 - September 2006 · 7 yrs 11 mos
Essex National Securities, INC.Broker
July 1998 - October 1998 · 3 mos
Intercarolina Financial Services, INC.Broker
October 1996 - December 1997 · 1 yr 2 mos
MML Investors Services, INC.Broker
July 1996 - October 1996 · 3 mos
Putnam Mutual Funds CORP.Broker
January 1996 - April 1996 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.