Matthew CaseCRD Number: 5630598
Current Firm: Advice And Planning Services
Matthew Case (CRD# 5630598) is an Investment Advisor Representative working at Advice And Planning Services in Rochester, NY and has over 5 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Tiaa||Rochester, NY||Jan 2014 - Current||3|
|Tiaa-cref Individual & Institutional Services, LLC||Rochester, NY||Jan 2014 - Current||3|
|Par 4 Advertising||Baldwinsville, NY||Jun 2007 - Current||10|
|J.p. Morgan Securities LLC||Rochester, NY||Oct 2012 - Dec 2013||1|
|Chase Investment Services Corp.||Rochester, NY||Jun 2012 - Oct 2012||< 1|
|Unemployed||Rochester, NY||Apr 2012 - May 2012||< 1|
|Manning & Napier Benefits||Fairport, NY||Sep 2010 - Apr 2012||1|
|Manning & Napier Investor Services, Inc.||Fairport, NY||Apr 2010 - Apr 2012||2|
|Manning & Napier Advisors, Inc.||Fairport, NY||Jun 2010 - Sep 2010||< 1|
|Foxfire Golf Course||Baldwinsville, NY||Jun 2006 - Jun 2010||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management16,792MILLIONS
Total Number of Accounts45,960ACCOUNTS
Average Account Value$365,356
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
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