Matthew John Dunn
Investment adviser representative at Foundations Investment Advisors LLC
15 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- D&p AdvisorsMay 2026 to now
- Foundations Investment Advisors, LLCFeb 2017 to now
- Help To RetireFeb 2017 to May 2026
- Financial Resource PartnersSep 2011 to Jan 2017
- Ameritas Investment CorpJan 2011 to Jan 2017
- Ameritas Life Insurance CorpJan 2011 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (MA).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5880659
- Firm CRD
- 175083