Matthew Clouden (CRD# 7686668) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in West Seneca, NY and has 1 year of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadaret, Grant & Company, Inc. | West Seneca, NY | Mar 2023 - Current | 1 |
| Sgroi Financial, LLC | West Seneca, NY | Jan 2023 - Current | 1 |
| Lippes Mathias LLP | Buffalo, NY | Jan 2020 - Dec 2022 | 2 |
| Choate Hall & Stewart | Boston, MA | Dec 2017 - Dec 2019 | 2 |
| Klr | Boston, MA | Feb 2017 - Nov 2017 | < 1 |
| Lmhs, LLP | Norwell, MA | Sep 2013 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- NY
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Total Assets Under Management6,873MILLIONS
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Total Number of Accounts25,405ACCOUNTS
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Average Account Value$270,550
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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