Unclaimed Profile

Matthew Philip Havens

GLOBAL VISION ADVISORS LLC·NORWELL, Massachusetts

SIE, Series 7, Series 9, Series 10, Series 63, Series 65CFP22 years registeredGLOBAL VISION ADVISORS LLC

101 LONGWATER CIRCLE, NORWELL, MA 02061CRD# 2362578Firm CRD# 145200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Philip Havens · NORWELL, MA

Registration

CRD #2362578 · GLOBAL VISION ADVISORS LLC · 22 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Apr 2013 – present

GLOBAL VISION ADVISORS

Jan 2010 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Jun 2007 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2007 – Dec 2011

HINGHAM, MA

A. G. EDWARDS & SONS, INC.

Feb 2004 – Jun 2007

NORWELL, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · February 27, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

1998Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GLOBAL VISION ADVISORS LLC

CRD 145200 · SEC 801-70857

AUM

$49M

Regulatory assets under management

Employees

273 client accounts

Services offered by GLOBAL VISION ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GLOBAL VISION ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Philip Havens offer?

Matthew Philip Havens specializes in Financial Planning, Investment Management. Contact their office in NORWELL, Massachusetts for a consultation.

What are Matthew Philip Havens's credentials?

Matthew Philip Havens holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Philip Havens located?

Matthew Philip Havens is based in NORWELL, Massachusetts, working with GLOBAL VISION ADVISORS LLC. Their office serves clients in the NORWELL metropolitan area and surrounding communities.

How does Matthew Philip Havens charge for services?

Matthew Philip Havens'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 GLOBAL VISION ADVISORS LLC?

GLOBAL VISION ADVISORS LLC has approximately 6 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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