Matthew Larson (CRD# 1092785) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in New York, NY and has over 40 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arete Wealth Management LLC | Chicago, IL | Jul 2022 - Current | 1 |
| Arete Wealth Advisors LLC | Chicago, IL | Jul 2022 - Current | 1 |
| National Asset Managment | New York, NY | Jan 2019 - Jul 2022 | 3 |
| National Securities Corp | New York, NY | Oct 2018 - Jul 2022 | 3 |
| Wells Fargo Clearing Services, LLC | New York, NY | Jul 2017 - Sep 2018 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Jul 2017 | 2 |
| Morgan Stanley Smith Barney | New York, NY | Jun 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1984 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management2,672MILLIONS
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Total Number of Accounts5,251ACCOUNTS
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Average Account Value$508,942
- A percentage of assets under your management
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- Financial planning services
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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, VT, WA, WI, WV, WY
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