Matthew Vincent Fletcher
Investment Adviser Representative at Moneta Group Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Vincent Fletcher is an investment adviser representative with Moneta Group Investment Advisors, LLC in Worcester, MA, where they have been registered since 2024. They have worked in the securities industry since 2018 and have been registered with 3 firms, including LPL Financial LLC and Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts and Missouri.
Registrations & licenses
- Investment adviser:
- Massachusetts, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Morgan StanleySep 2017 – Aug 2019Worcester, MA
- UnemployedJan 2017 – Aug 2017Lexington, MA
- dunnhumby, Inc.May 2011 – Dec 2016Boston, MA
- Morgan Stanley Private Bank, National AssociationDec 2017 – Aug 2019New York, NY
- Flipside Crypto, Inc.Sep 2019 – Dec 2019Boston, MA
- LPL Financial LLCJan 2020 – Jul 2024Lexington, MA
- Moneta Group Investment Advisors, LLCAug 2024 – no end date reportedWorcester, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Moneta Group Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 252
- Offices listed on AdvisorFinder:
- 5
- Main office:
- St. Louis, MO
- SEC file number:
- 801-34723
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Moneta Group Investment Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Vincent Fletcher has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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