Matthew Larson, financial advisor New York NY

Matthew Larson

CRD Number: 1092785
Current Firm: National Asset Management, Inc.

Matthew Larson (CRD# 1092785) is an Investment Advisor Representative working at National Asset Management, Inc. in New York, NY and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
National Asset Managment New York, NY Jan 2019 - Current 1
National Securities Corp New York, NY Oct 2018 - Current 2
Wells Fargo Clearing Services, LLC New York, NY Jul 2017 - Current 3
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
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew L. Larson
Phone Number: 561-981-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,570
    MILLIONS
  • Total Number of Accounts
    7,804
    ACCOUNTS
  • Average Account Value
    $329,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, WY

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