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Detailed Report
MATTHEW Edward CLEARY
MATTHEW E CLEARY, MATTHEW EDWARD CLEARY, MATTHEW CLEARY
CRD#: 5513470
IA
Investment Adviser
B
Broker
SENTINEL PENSION ADVISORS INCCRD#: 109901 100 QUANNAPOWITT PKWY
SUITE 300
WAKEFIELD, MA 01880
SENTINEL SECURITIES, INC.CRD#: 110942 WEST ROXBURY, MA
Registration History
20082010201220142016201820202022202420263 FIRMS2016 - 2019 (3 years)2 FIRMS2019 - 2019 (<1 year)2 FIRMS2019 - 2023 (3 years)2 FIRMS2023 - Present (1 year)BMORGAN STANLEY (CRD# 149777)2023 - 2023 (<1 year)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2010 - 2016 (5 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2010 - 2010 (<1 year)BNYLIFE SECURITIES LLC (CRD# 5167)2009 - 2009 (<1 year)BAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2008 - 2008 (<1 year)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2011 - 2016 (5 years)
License(s)

State Registrations

IA
Alabama 7/2/2024
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Michigan 3/4/2025
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California 2/8/2024
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New Hampshire 8/13/2024
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Connecticut 3/25/2024
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New Jersey 1/23/2024
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District of Columbia 3/25/2024
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New Mexico 5/22/2024
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Florida 3/5/2025
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New York 1/2/2024
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Illinois 1/9/2025
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Pennsylvania 4/9/2024
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Kentucky 10/23/2024
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South Carolina 3/4/2025
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Maine 3/4/2025
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Texas 1/2/2025
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Maryland 4/24/2024
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Virginia 2/4/2025
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Massachusetts 11/15/2023
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West Virginia 3/25/2024
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Massachusetts 11/21/2023

SRO Registrations

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 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
SENTINEL PENSION ADVISORS INC (CRD#:109901)
100 QUANNAPOWITT PKWY SUITE 300, WAKEFIELD, MA 01880
Registered with this firm since 11/21/2023
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SENTINEL SECURITIES, INC. (CRD#:110942)
WEST ROXBURY, MA
100 QUANNAPOWITT PKWY SUITE 402, WAKEFIELD, MA 01880
Registered with this firm since 11/15/2023
Previous Registration(s)
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 12/24/2019 - 08/15/2023 E*TRADE CAPITAL MANAGEMENT, LLC (CRD#:42159) Boston, MA
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 03/14/2023 - 08/15/2023 MORGAN STANLEY (CRD#:149777) Boston, MA
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 12/16/2019 - 08/15/2023 E*TRADE SECURITIES LLC (CRD#:29106) Boston, MA
IA
 08/15/2019 - 12/06/2019 FINIVI INC. (CRD#:292329) WESTBOROUGH, MA
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 08/26/2019 - 12/06/2019 TRIAD ADVISORS LLC (CRD#:25803) Westborough, MA
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 08/29/2016 - 08/14/2019 TD AMERITRADE INVESTMENT MANAGEMENT, LLC (CRD#:111514) Boston, MA
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 08/29/2016 - 08/14/2019 TD AMERITRADE, INC. (CRD#:7870) BOSTON, MA
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 08/19/2016 - 08/14/2019 TD AMERITRADE, INC. (CRD#:7870) BOSTON, MA
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 07/18/2011 - 08/10/2016 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) LINCOLN, RI
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 12/23/2010 - 08/10/2016 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) LINCOLN, RI
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 02/18/2010 - 09/16/2010 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) WALTHAM, MA
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 04/16/2009 - 10/09/2009 NYLIFE SECURITIES LLC (CRD#:5167) WALTHAM, MA
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 07/23/2008 - 11/19/2008 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) WORCESTER, MA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.