MF
CFP
MF
CFP
Matthew Fry
20 Years of Experience
Haverford, PA
1 DisclosureBroker
Matthew Fry is a CFP-designated registered investment advisor at Osaic Institutions, INC., based in Haverford, PA, with 20 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
566 advisors
Number of Clients
16,312 clients
Average Client Portfolio
$398K average
Assets Under Management
$6.5B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
354 W. Lancaster Ave. Unit 212, Haverford, PA, 19041
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2024Employment History
Current Registrations
Osaic Institutions, INC.Broker
December 2024 - Present · 1 yr 10 mos
Osaic Institutions, INC.
December 2024 - Present · 1 yr 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
March 2015 - January 2025 · 9 yrs 10 mos
J.P. Morgan Securities LLC
March 2015 - January 2025 · 9 yrs 10 mos
Morgan Stanley
October 2012 - March 2015 · 2 yrs 5 mos
Morgan StanleyBroker
September 2012 - March 2015 · 2 yrs 6 mos
Lincoln Financial Distributors, INC.Broker
May 2008 - August 2012 · 4 yrs 3 mos
Delaware Distributors, L.P.Broker
May 2006 - March 2008 · 1 yr 10 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAHIIDILINKYMAMDMIMNNCNENJNVNYOHPASCTXVAVTVirgin IslandsWIWV
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.
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