Matthew Belniak is a registered investment advisor, based in Boston, MA, with 15 years of industry experience.
Location
290 Congress Street, Boston, MA, 02210
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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 →Employment History
Current Registrations
Columbia Management Investment Distributors, INC.
February 2022 - Present · 4 yrs 7 mos
Columbia Management Investment Distributors, INC.Broker
February 2022 - Present · 4 yrs 7 mos
Columbia Management Investment Advisers, LLC
January 2022 - Present · 4 yrs 8 mos
Previous Registrations
BMO Asset Management CORP.
February 2021 - February 2022 · 1 yr
Foreside Financial Services, LLCBroker
January 2020 - December 2021 · 1 yr 11 mos
BMO Asset Management CORP.
November 2015 - December 2020 · 5 yrs 1 mo
BMO Investment Distributors, LLCBroker
March 2015 - December 2019 · 4 yrs 9 mos
Calamos Advisors LLC
January 2013 - February 2015 · 2 yrs 1 mo
Calamos Financial Services LLCBroker
January 2013 - February 2015 · 2 yrs 1 mo
Waddell & Reed, INC.
December 2010 - December 2012 · 2 yrs
Waddell & Reed, INC.Broker
October 2010 - December 2012 · 2 yrs 2 mos
State Registrations53 states
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Exams
No exam information available for this advisor.