Matthew Allain, financial advisor Iselin NJ

Matthew Allain

CRD Number: 3267821
Current Firm: Leo Fund Services, LLC

Matthew Allain (CRD# 3267821) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Leo Wealth, LLC Iselin, NJ Aug 2021 - Current 2
Leo Brokerage, LLC Hurst, TX Mar 2021 - Current 3
Leogroup Fund Services, LLC Iselin, NJ Sep 2014 - Current 9
The Leogroup, LLC Chatham, NJ Dec 2012 - Current 11
Olden Lane Securities, LLC Princeton, NJ Oct 2017 - Jun 2020 2
Massey Quick Wealth Solutions, LLC Morristown, NJ Sep 2016 - Sep 2017 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
Contact Info for Matthew J. Allain
Phone Number: 732-903-2600
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    107
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $35,692,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NJ, NY

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