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Matthew Y
Series 66, Series 63
Greenwich, CT
Fidelity
Matthew Yardis is an Investment Consultant at Fidelity Investments, where he provides financial guidance to high-net-worth individuals. He focuses on understanding client objectives through detailed financial analysis and comparative market assessments to meet their unique investment needs. Matthew has been with Fidelity Investments since 2022, initially serving as a High Networth Service Associate before advancing to Investment Solutions Representative 1 & 2. Prior to joining Fidelity, he worked as a Registered Representative at New York Life and participated in the Advisor Development Program at Merrill Lynch. Outside of his professional role, Matthew engages in activities such as beach outings, hiking, running, snowboarding, and volunteering. He is also involved in parenthood.
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