Matthew HillCRD Number: 1995619
Current Firm: Planmember Securities Corporation
Matthew Hill (CRD# 1995619) is an Investment Advisor Representative working at Planmember Securities Corporation in Farmingville, NY and has over 22 years of experience in the finance industry.
Sagepoint Financial, Inc.
Halsey Associates Inc.
Royal Alliance Associates, Inc.
|Planmember Securities Corporation||Carpinteria, CA||Dec 2011 - Current||6|
|Matthew Hill Cpa||Wethersfield, CT||Jul 1999 - Current||18|
|Ing Financial Partners, Inc.||New London, CT||Feb 2010 - Sep 2011||1|
|Optimum Financial||Wethersfield, CT||Aug 2000 - Jan 2011||10|
|Harvest Capital Advisors, LLC||Wethersfield, CT||Jan 2002 - Mar 2009||7|
|Harvest Capital LLC||Wethersfield, CT||Jan 2001 - Mar 2009||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1995|
|S65||NASAA Investment Advisors Law Examination||May 2000|
Total Assets Under Management2,638MILLIONS
Total Number of Accounts49,000ACCOUNTS
Average Account Value$53,828
- 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
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, VT, WA, WI, WV