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Overview

Services

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Funds

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Qualifications

Experience

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Employer Years Dates
Purshe Kaplan Sterling Investments, Inc 1 year, 7 months Jan 2018 - Present
Harvest Group 2 years, 10 months Oct 2016 - Present
Dover-Sherborn Regional School 1 year, 3 months May 2014 - Aug 2015
Suny Stony Brook 3 years, 9 months Aug 2012 - May 2016
Dover-Sherborn Regional School 4 years, 9 months Aug 2007 - May 2012
Are You
Matthew Lewis Montella?
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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 29, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

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