Matthew ByerCRD Number: 3120607
Current Firm: Spectrum Asset Management, Inc.
Matthew Byer (CRD# 3120607) is an Investment Advisor Representative working at Spectrum Asset Management, Inc. in Stamford, CT and has over 9 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Spectrum Asset Management, Inc.||Stamford, CT||Aug 2007 - Current||10|
|United Sports Equities||St. Louis, MO||Apr 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Total Assets Under Management19,379MILLIONS
Total Number of Accounts106ACCOUNTS
Average Account Value$182,820,755
- A percentage of assets under your management
- 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
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, VT, WA, WI, WV