![Matthew Crescenzo, financial advisor Horsham PA](/img/ws/profile-blank-sq.png)
Matthew Crescenzo (CRD# 6408134) is an Investment Advisor Representative working at Lpl Financial LLC in Horsham, PA and has over 7 years of experience in the finance industry.
![Jeffrey Abrams, financial advisor Horsham PA](/img/ws/profile-blank-sq.png)
CRD# 5004850
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Amy Abromaitis, financial advisor Horsham PA](/img/ws/profile-blank-sq.png)
CRD# 1796733
Carnegie Wealth Management, LLC
![Michael Abruzzo, financial advisor Horsham PA](/img/ws/profile-blank-sq.png)
CRD# 2913549
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wealthcare Advisory Partners, LLC | Horsham, PA | Feb 2018 - Current | 6 |
Lpl Financial, LLC | Horsham, PA | Oct 2014 - Current | 9 |
Secure Planning Group LLC | Horsham, PA | Dec 2014 - Aug 2016 | 1 |
Unemployed | Cheltenham, PA | May 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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