MG
MG

Matthew Greenan

Montreal, Qc
1 Disclosure

Matthew Greenan is a registered investment advisor at Biasafe Securities USA CORP, based in Montreal, Qc. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Individual retail clients pay a flat monthly subscription fee of $99 (or $1,188 per year) for platform access and advisory services. Individual accounts are not charged any asset-based management fees.

Institutional clients pay a technology platform subscription fee of $2,899 per Admin user per month (with a minimum of two users required, totaling $5,798 per month) plus modular asset-based management fees based on strategy complexity.

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Location

4 Pl. Ville-Marie, Suite 300, Montreal, Qc, H3B 2E7

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History

Regulatory History (1)
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Financial
March 2025
Final
Employment History
Current Registrations
Biasafe Securities USA CORP
September 2026 - Present · 1 mo
State Registrations1 state
NY
Advisor

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.