Matthew Fry is a CFP-designated registered investment advisor, based in Fort Wayne, IN, with 17 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
7635 West Jefferson Blvd., Fort Wayne, IN, 46804
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a Registered Representative with Shelton Financial Group and an Investment Advisor Representative with Kestra Advisory Services, both since November 2023. He dedicates a full-time workload to these investment-related activities.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Shelton Financial Group, INC.
Comprehensive Asset Management and Servicing, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations17 states
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
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