Samuel Matechak (CRD# 2514399) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Peckville, PA and has over 29 years of experience in the finance industry.
CRD# 1667988
Trustmont Advisory Group, Inc.
CRD# 1620029
Blackridge Asset Management, LLC
CRD# 1040390
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret, Grant & Company, Inc. | Jermyn, PA | Mar 2019 - Current | 5 |
| Guardian Life Insurance | Wilkes Barre, PA | Jun 2016 - Mar 2019 | 2 |
| Guardian Life Insurance Co Of America | Jermyn, PA | Oct 1997 - Mar 2019 | 21 |
| Park Avenue Securities | Wilkes Barre, PA | Jun 2016 - Feb 2019 | 2 |
| Park Avenue Securities LLC | Jermyn, PA | May 1999 - Feb 2019 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- PA
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Total Assets Under Management6,873MILLIONS
-
Total Number of Accounts25,405ACCOUNTS
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Average Account Value$270,550
- 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
- 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
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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