Matthew Sandler (CRD# 4504119) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Deer Park, NY and has over 21 years of experience in the finance industry. Matthew Sandler 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# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Deer Park, NY | Mar 2015 - Current | 9 |
| Tiaa-cref Individual & Institutional Services, LLC | Melville, NY | Mar 2013 - Mar 2015 | 2 |
| Tiaa | Melville, NY | Mar 2013 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- NJ
- NY
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
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