Matthew Carras, financial advisor Latham NY
93 score

Matthew Carras

CRD Number: 5538718
Current Firm: The Ayco Company,l.p.

Matthew Carras (CRD# 5538718) is an Investment Advisor Representative working at The Ayco Company,l.p. in Latham, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Latham, NY Jul 2007 - Current 9
Union Graduate College Schenectady, NY Sep 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Matthew J. Carras
Phone Number: 518-886-4000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    27,267
    MILLIONS
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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