Matthew Littlefield
Matthew Littlefield is a registered investment advisor at UBS Financial Services INC., based in Boston, MA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
One Post Office Square, 35th Floor, Boston, MA, 02109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Matthew is involved in several outside business activities, including advising TOP, Inc. on big data analysis, serving as a partner in multiple investment property LLCs, and acting as a board member for a health and wellness company. He also serves as Treasurer for UMass Amherst Endowment and Foundation.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Mbsc, LLCBroker
Mellon Financial Markets, LLCBroker
Sanford C. Bernstein & CO., INC.Broker
State Registrations27 states
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