Mathew Carrion (CRD# 7497624) is an Investment Advisor Representative working at Latitude Advisors, LLC in Astoria, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carrion, Do Carmo & Co | Floral Park, NY | Sep 2021 - Current | 2 |
| Carrion, Do Carmo & Co | Astoria, NY | May 2021 - Current | 2 |
| Gjm Business Center | Astoria, NY | May 2014 - May 2021 | 7 |
| Suny Brockport | Brockport, NY | Aug 2011 - May 2015 | 3 |
| Intuit | Mountain View, CA | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- NY
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Total Assets Under Management340MILLIONS
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Total Number of Accounts1,710ACCOUNTS
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Average Account Value$199,060
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WV
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