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Matthew Craig Slaney

FINARC INVESTMENTS, INC.·NORWOOD, Massachusetts
Series 65Clean record24 years registeredFINARC INVESTMENTS, INC.
3 EDGEWATER DRIVE, NORWOOD, MA 02062CRD# 2315720Firm CRD# 166571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Craig Slaney · NORWOOD, MA
Registration
CRD #2315720 · FINARC INVESTMENTS, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

FINARC INVESTMENTS, INC.
Apr 2013 – present
FINARC LLC
Jan 2002 – Sep 2013
NEEDHAM, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 1, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINARC INVESTMENTS, INC.
CRD 166571 · SEC 801-110450
AUM
$160M
Regulatory assets under management
Employees
5
380 client accounts
Services offered by FINARC INVESTMENTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINARC INVESTMENTS, INC. →
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05

Frequently Asked Questions

What services does Matthew Craig Slaney offer?
Matthew Craig Slaney specializes in Financial Planning, Investment Management. Contact their office in NORWOOD, Massachusetts for a consultation.
What are Matthew Craig Slaney's credentials?
Matthew Craig Slaney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Craig Slaney located?
Matthew Craig Slaney is based in NORWOOD, Massachusetts, working with FINARC INVESTMENTS, INC.. Their office serves clients in the NORWOOD metropolitan area and surrounding communities.
How does Matthew Craig Slaney charge for services?
Matthew Craig Slaney'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 FINARC INVESTMENTS, INC.?
FINARC INVESTMENTS, INC. has approximately 5 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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