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Matthew John Stead

SACHETTA, LLC·LYNNFIELD, Massachusetts
Series 65Clean record6 years registeredSACHETTA, LLC
600 MARKET STREET, LYNNFIELD, MA 01940CRD# 7175638Firm CRD# 145713

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew John Stead · LYNNFIELD, MA
Registration
CRD #7175638 · SACHETTA, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

SACHETTA, LLC
Oct 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 9, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SACHETTA, LLC
CRD 145713 · SEC 801-100474
AUM
$720M
Regulatory assets under management
Employees
26
1,880 client accounts
Services offered by SACHETTA, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SACHETTA, LLC →
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05

Frequently Asked Questions

What services does Matthew John Stead offer?
Matthew John Stead specializes in Financial Planning, Investment Management. Contact their office in LYNNFIELD, Massachusetts for a consultation.
What are Matthew John Stead's credentials?
Matthew John Stead is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew John Stead located?
Matthew John Stead is based in LYNNFIELD, Massachusetts, working with SACHETTA, LLC. Their office serves clients in the LYNNFIELD metropolitan area and surrounding communities.
How does Matthew John Stead charge for services?
Matthew John Stead's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SACHETTA, LLC?
SACHETTA, LLC has approximately 26 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SACHETTA, LLC

Georgios Liakakis
LYNNFIELD, MA
Joseph Sachetta
LYNNFIELD, MA
Michael Joseph Callahan
LYNNFIELD, MA
Stephen Patrick Ahern
LYNNFIELD, MA
Eric Sachetta
LYNNFIELD, MA

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