Matthew Barsalona (CRD# 7247500) is an Investment Advisor Representative working at Bbr Partners, LLC in Hoboken, NJ and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bbr Partners | New York, NY | Jul 2021 - Current | 2 |
| Bernstein Private Wealth Management | New York, NY | Feb 2020 - Jul 2021 | 1 |
| Bernstein Private Wealth Management | Los Angeles, CA | Mar 2019 - Jul 2021 | 2 |
| Unemployed | Los Angeles, CA | Dec 2018 - Mar 2019 | < 1 |
| Buchwald | Los Angeles, CA | Aug 2018 - Dec 2018 | < 1 |
| Lubrano's | Middletown, NJ | Dec 2017 - Aug 2018 | < 1 |
| Rutgers University | New Brunswick, NJ | May 2016 - Aug 2018 | 2 |
| Untitled Entertainment | New York, NY | Aug 2017 - Dec 2017 | < 1 |
| Undici | Rumson, NJ | Dec 2016 - Aug 2017 | < 1 |
| The Madison Square Garden Company | New York, NY | Aug 2016 - Dec 2016 | < 1 |
| Innovative Advocate Group | Red Bank, NJ | Dec 2015 - Aug 2016 | < 1 |
| Brookdale Community College | Lincroft, NJ | Dec 2015 - May 2016 | < 1 |
| University Of Connecticut | Storrs, CT | Aug 2014 - Dec 2015 | 1 |
| Luigi's Famous Pizza & Restaurant | Lincroft, NJ | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2021 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- NJ
- NY
-
Total Assets Under Management28,083MILLIONS
-
Total Number of Accounts4,600ACCOUNTS
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Average Account Value$6,104,913
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
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- Portfolio management for individuals and/or small businesses
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- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
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