Matthew Davis is a registered investment advisor, based in Westborough, MA, with 22 years of industry experience.
Location
1400 Computer Drive, Suite 201, Westborough, MA, 01581
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew works as an insurance agent for TFS Insurance Agency, selling and servicing non-variable insurance products. This activity takes minimal time.
Employment History
Current Registrations
World Investments, LLCBroker
June 2024 - Present · 2 yrs 3 mos
World Investment Advisors, LLC
June 2024 - Present · 2 yrs 3 mos
Previous Registrations
Boston Harbor Wealth Advisors, LLC
March 2016 - October 2018 · 2 yrs 7 mos
Raymond James Financial Services Advisors, INC
September 2015 - July 2024 · 8 yrs 10 mos
Raymond James Financial Services, INC.Broker
September 2015 - July 2024 · 8 yrs 10 mos
Ameriprise Financial Services, INC.
May 2009 - September 2015 · 6 yrs 4 mos
Ameriprise Financial Services, INC.Broker
August 2003 - September 2015 · 12 yrs 1 mo
Ids Life Insurance CompanyBroker
August 2003 - July 2006 · 2 yrs 11 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.