Matthew AdlerCRD Number: 1021953
Current Firm: Excel Securities & Associates,inc.
Matthew Adler (CRD# 1021953) is an Investment Advisor Representative working at Excel Securities & Associates,inc. in Endicott, NY and has over 38 years of experience in the finance industry.
Lpl Financial LLC
Lpl Financial LLC
|Excel Securities & Associates, Inc.||Rochester, NY||Jan 2009 - Current||14|
|John Hancock Mutual Life Insurance Company||Binghanton, NY||Feb 1981 - Current||42|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management344MILLIONS
Total Number of Accounts2,721ACCOUNTS
Average Account Value$126,519
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IN, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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