Matthew Simpson (CRD# 4715223) is an Investment Advisor Representative working at Wealthspring Capital LLC in West Harrison, NY and has over 20 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 |
|---|---|---|---|
| Wealthspring Capital LLC | New York, NY | Mar 2019 - Current | 5 |
| Mercantlie Settlement Partners Ltd | New York, NY | Aug 2018 - Dec 2019 | 1 |
| Mufg Securities Americas Inc. | New York, NY | Dec 2016 - May 2018 | 1 |
| Hsbc Securities (usa) Inc. | New York, NY | Jul 2015 - Dec 2016 | 1 |
| Mitsubishi Ufj Securities (usa) Inc. | New York, NY | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
- NY
- TX
-
Total Assets Under Management503MILLIONS
-
Total Number of Accounts360ACCOUNTS
-
Average Account Value$1,398,429
- 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
CO, CT, FL, MA, MI, NE, NH, NJ, NY, TX
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