Matthew Adler, financial advisor Endicott NY

Matthew Adler

CRD 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.

Similar Advisors
Kahlil Adames, financial advisor Endicott NY
Kahlil Adames
CRD# 4349306
Lpl Financial LLC
Similar Advisors
Robert Ainslie, financial advisor Endicott NY
Robert H. Ainslie
CRD# 4176455
Morgan Stanley
Similar Advisors
Larry Alderson, financial advisor Endicott NY
Larry D. Alderson
CRD# 2924528
Lpl Financial LLC
Company Name Location Dates Years
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
Contact Info for Matthew B. Adler
Phone Number: 585-424-1234
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    344
    MILLIONS
  • Total Number of Accounts
    2,721
    ACCOUNTS
  • Average Account Value
    $126,519
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.