Matthew Fortney
Matthew Fortney is a registered investment advisor at LPL Financial LLC, based in Shelton, CT, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1077 Bridgeport Ave., Ste 301, Shelton, CT, 06484
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an agent for non-variable insurance through Zenith Marketing/Ash Brokerage since 2020, dedicating minimal time. He also operates under the DBA Calderon Fortney Financial Group for his LPL business and is involved with STONESHORE PARTNERS LLC for tax/investment purposes, both taking up more than full-time hours. Finally, Matthew is an agent for non-variable insurance since 2015, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Northstar Wealth Partners LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Ast Investment Services, INC.
American Skandia Advisory Services, INC.
Prudential Annuities Distributors, INCBroker
State Registrations17 states
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.