Matthew Faulkner, financial advisor Troy MI

Matthew Faulkner

CRD Number: 5945879
Current Firm: The Ayco Company, LP

Matthew Faulkner (CRD# 5945879) is an Investment Advisor Representative working at The Ayco Company, LP in Troy, MI and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Ayco/goldman Sachs & Company LLC Troy, MI Jan 2021 - Current 3
The Ayco Company, L.p./mercer Allied Troy, MI Aug 2012 - Jan 2021 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Matthew J. Faulkner
Phone Number: 518-886-4000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    28,619
    MILLIONS
  • Total Number of Accounts
    68,279
    ACCOUNTS
  • Average Account Value
    $419,147
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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