Matthew Lau (CRD# 6504414) is an Investment Advisor Representative working at Robertson Stephens in Burlingame, CA and has over 8 years of experience in the finance industry. Matthew Lau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | Burlingame, CA | Dec 2022 - Current | 1 |
| Fortune Financial Services | Monaca, PA | Nov 2021 - Current | 2 |
| Lfs Asset Management, LLC | San Ramon, CA | Aug 2015 - Feb 2023 | 7 |
| Lfs Asset Management, LLC | San Mateo, CA | Jan 2015 - Feb 2023 | 8 |
| Unemployed/school | San Mateo, CA | Aug 2000 - Mar 2015 | 14 |
| Lfs Asset Management, LLC | San Mateo, CA | Sep 2014 - Dec 2014 | < 1 |
| Badgeville | Redwood City, CA | Jun 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
- CA
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Total Assets Under Management4,932MILLIONS
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Total Number of Accounts4,536ACCOUNTS
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Average Account Value$1,087,362
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WY
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