MM
MM

Matthew Minichello

18 Years of Experience
Greenwich, CT
Broker

Matthew Minichello is a registered investment advisor, based in Greenwich, CT, with 18 years of industry experience.

Location

500 West Putnam Avenue, Suite 400, Greenwich, CT, 06830

Get directions

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.

Learn about disclosures →
Other Business Activities

Matthew works full-time as a registered representative and registered investment advisor representative for Harmony Advisors Group, doing business as NewEdge Securities Inc. and NewEdge Advisors, LLC, respectively. These activities are investment-related.

Employment History
Current Registrations
Newedge Securities, LLCBroker
September 2021 - Present · 5 yrs
Newedge Advisors
September 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
February 2015 - October 2021 · 6 yrs 8 mos
Wells Fargo Clearing Services, LLC
February 2015 - October 2021 · 6 yrs 8 mos
J.P. Morgan Securities LLC
October 2014 - January 2015 · 3 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2015 · 2 yrs 3 mos
Chase Investment Services CORP.Broker
January 2008 - October 2012 · 4 yrs 9 mos
State Registrations4 states
CTFLNJNY
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.
Matthew Minichello - Financial Advisor | TrueAdvisor