Matthew KumziCRD Number: 6231301
Current Firm: Goldman Sachs Ayco Personal Financial Management
Matthew Kumzi (CRD# 6231301) is an Investment Advisor Representative working at Goldman Sachs Ayco Personal Financial Management in Deerfield, IL and has over 5 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Goldman Sachs & Company LLC||New York, NY||Jan 2021 - Current||1|
|The Ayco Company, L.p./mercer Allied||Deerfield, IL||Mar 2015 - Jan 2021||5|
|Unemployed||Chicago, IL||Dec 2014 - Feb 2015||< 1|
|Nico Trading||Chicago, IL||Jul 2013 - Nov 2014||1|
|Lerner Trading Group||Chicago, IL||Sep 2009 - Apr 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2016|
Total Assets Under Management15,146MILLIONS
Total Number of Accounts20,608ACCOUNTS
Average Account Value$734,948
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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