Matthew Kaufler, financial advisor Rochester NY
93 score

Matthew Kaufler

CRD 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.

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Company Name Location Dates Years
Feederated Investors Inc. Pittsburgh, PA Dec 2008 - Current 8
Federated Global Investment Management Corp Rochester, NY Dec 2008 - Current 8
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
Contact Info for Matthew P. Kaufler
Phone Number: (212) 905-4100
Firm Website: http://www.clovercap.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    919
    ACCOUNTS
  • Average Account Value
    $18,270,761
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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