Matthew Baltuch, financial advisor New York NY

Matthew Baltuch

CRD Number: 2701758
Current Firm: Steward Partners Investment Advisory, LLC

Matthew Baltuch (CRD# 2701758) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in New York, NY and has over 26 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Steward Partners Investment Solutions, LLC Washington, DC May 2022 - Current 1
Steward Partners Investment Advisory, LLC New York, NY May 2018 - Current 5
Steward Partners Global Advisory LLC West Palm Beach, FL May 2018 - Current 5
Raymond James Financial Services, Inc. Morristown, NJ May 2018 - May 2022 4
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2018 3
Morgan Stanley Short Hills, NJ Jun 2009 - May 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Matthew J. Baltuch
Phone Number: 212-364-0364
Registered State(s):
  • FL
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    12,169
    MILLIONS
  • Total Number of Accounts
    27,637
    ACCOUNTS
  • Average Account Value
    $440,314
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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