Matthew Kinzer (CRD# 5906731) is an Investment Advisor Representative working at Markin Asset Management, LP in Rye, NY and has over 11 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Markin Asset Management, LP | Rye, NY | Oct 2020 - Current | 3 |
| Markin Asset Management Gp, LLC | Rye, NY | Nov 2019 - Current | 4 |
| Bank Of America Private Bank | West Hartford, CT | Jul 2015 - Current | 8 |
| Lpl Financial | Torrington, CT | May 2014 - Jul 2015 | 1 |
| Webster Bank | Torrington, CT | May 2014 - Jul 2015 | 1 |
| Unemployed | Torrington, CT | Mar 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- NY
- TX
-
Total Assets Under Management96MILLIONS
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$367,308
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, MA, MD, NC, NH, NY, OR, TX
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