Matthew KauflerCRD Number: 1344101
Current Firm: Federated Global Investment Management Corp.
Matthew Kaufler (CRD# 1344101) is an Investment Advisor Representative working at Federated Global Investment Management Corp. in Rochester, NY and has over 31 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Feederated Investors Inc.||Pittsburgh, PA||Dec 2008 - Current||7|
|Federated Global Investment Management Corp||Rochester, NY||Dec 2008 - Current||7|
|Clover Capital Management, Inc.||Rochester, NY||Jul 1991 - Dec 2008||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1985|
|S65||NASAA Investment Advisors Law Examination||May 1995|
Total Assets Under Management16,791MILLIONS
Total Number of Accounts919ACCOUNTS
Average Account Value$18,270,761
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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