Matthew Piaseczny, financial advisor Victor NY

Matthew Piaseczny

CRD Number: 5839420
Current Firm: Osaic Wealth, Inc.

Matthew Piaseczny (CRD# 5839420) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Victor, NY and has over 12 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. Victor, NY Jun 2024 - Current < 1
Osaic Wealth, Inc. Victor, NY Jun 2024 - Current < 1
Securities America, Inc. Victor, NY Aug 2019 - Jun 2024 4
Securities America Advisors Victor, NY Aug 2019 - Jun 2024 4
Northwestern Mutual Wealth Management Company Milwaukee, WI Feb 2016 - Aug 2019 3
Northwestern Mutual Investment Services, LLC Fairport, NY Jun 2011 - Aug 2019 8
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2010 - Aug 2019 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
Contact Info for Matthew D. Piaseczny
Phone Number: 800-821-5100
Registered State(s):
  • FL
  • MA
  • NY
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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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