Matthew Wilkinson (CRD# 4669264) is an Investment Advisor Representative working at Clear Wealth Management in North Tonawanda, NY and has over 20 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clear Wealth Management, LLC | Niagara Falls, NY | Oct 2017 - Current | 6 |
| Arbor Capital Management Corp | Amherst, NY | Oct 2006 - Oct 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2003 |
- NY
- WA
-
Total Assets Under Management77MILLIONS
-
Total Number of Accounts348ACCOUNTS
-
Average Account Value$221,695
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NY, TX, WA
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