Matthew Wallack, financial advisor Princeton NJ
90 score

Matthew Wallack

CRD Number: 5494023
Current Firm: Roundview Capital, LLC

Matthew Wallack (CRD# 5494023) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Roundview Capital LLC Princeton, NJ Jan 2014 - Current 2
Orchard Park Capital, LLC Princeton, NJ Dec 2007 - Dec 2013 6
Wexford Capital LLC Greenwich, CT May 2007 - Jan 2008 < 1
Unemployed Princeton Junction, NJ Oct 2006 - May 2007 < 1
Merrill Lynch Investment Managers Plainsboro, NJ Oct 1998 - Oct 2006 8

Matthew Wallack has no recent exams reported.
Contact Info for Matthew D. Wallack
Phone Number: 609-688-9500
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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