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.
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
CRD# 4632189
Sarsi, 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 |
- FL
- NJ
- TX
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Total Assets Under Management12,169MILLIONS
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Total Number of Accounts27,637ACCOUNTS
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Average Account Value$440,314
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, 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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