Matthew Lechner (CRD# 7022127) is an Investment Advisor Representative working at Layline Advisors in Rochester, NY and has over 5 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Buffalo, NY | Aug 2018 - Current | 5 |
| Gentles Farm Market | Rochester, NY | Apr 2018 - Aug 2018 | < 1 |
| Xceed Engineering & Consulting | Rochester, NY | Jan 2018 - Apr 2018 | < 1 |
| Unemployed | Rochester, NY | Dec 2017 - Jan 2018 | < 1 |
| Gentles Farm Market | Rochester, NY | Jul 2017 - Nov 2017 | < 1 |
| Suny Geneseo | Geneseo, NY | Aug 2013 - May 2017 | 3 |
| Clover Lawn & Landscape | Rochester, NY | Mar 2016 - Aug 2016 | < 1 |
| Knollwood Manor | Fairport, NY | May 2015 - Aug 2015 | < 1 |
| Clover Lawn & Landscape | Rochester, NY | Mar 2010 - Oct 2014 | 4 |
| Eastbrooke Townhomes | Rochester, NY | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
- NY
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts321ACCOUNTS
-
Average Account Value$243,482
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NY, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.