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Alan Joseph Matijas

WELLINGTON MANAGEMENT CANADA LLC·BOSTON, Massachusetts
SIE, Series 7, Series 7TO, Series 63Clean recordWELLINGTON MANAGEMENT CANADA LLC
280 CONGRESS STREET, BOSTON, MA 02210CRD# 6128761Firm CRD# 172386

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Joseph Matijas · BOSTON, MA
Registration
CRD #6128761 · WELLINGTON MANAGEMENT CANADA LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WELLINGTON MANAGEMENT CANADA LLC
CRD 172386 · SEC 801-80256
AUM
$16.6B
Regulatory assets under management
Employees
0
53 client accounts
Services offered by WELLINGTON MANAGEMENT CANADA LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at WELLINGTON MANAGEMENT CANADA LLC →
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04

Frequently Asked Questions

What services does Alan Joseph Matijas offer?
Alan Joseph Matijas specializes in Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Alan Joseph Matijas's credentials?
Alan Joseph Matijas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Joseph Matijas located?
Alan Joseph Matijas is based in BOSTON, Massachusetts, working with WELLINGTON MANAGEMENT CANADA LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Alan Joseph Matijas charge for services?
Alan Joseph Matijas's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLINGTON MANAGEMENT CANADA LLC?
WELLINGTON MANAGEMENT CANADA LLC is a registered investment adviser with the SEC, managing $16.6B in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at WELLINGTON MANAGEMENT CANADA LLC

Akin Nicholas Greville
BOSTON, MA
Isabelle Marie Perrault
BOSTON, MA
Susan Martha Pozer
BOSTON, MA

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Research
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