Matthew Ferratusco, financial advisor Winter Park FL
90 score

Matthew Ferratusco

CRD Number: 5995653
Current Firm: Lyons Wealth Management

Matthew Ferratusco (CRD# 5995653) is an Investment Advisor Representative working at Lyons Wealth Management in Winter Park, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Fund Services, LLC Winter Park, FL Feb 2016 - Current < 1
Lyons Wealth Management Winterpark, FL Dec 2011 - Current 5
Midamerica Financial Services, Inc. Joplin, MO Jan 2014 - Dec 2015 1
Walt Disney World Orlando, FL Jan 2006 - Jan 2014 8
Lyons Wealth Management, LLC Winter Park, FL Aug 2011 - Dec 2011 < 1
Amci, Inc. Marina Del Rey, CA Apr 2008 - Dec 2011 3
Self-employed Orlando, FL Jan 2004 - Dec 2011 7
Skip Barber Racing School Braselton, GA Jan 2004 - Dec 2011 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Matthew N. Ferratusco
Phone Number: 407 951 8710
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    234
    MILLIONS
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $874,811
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, CA, CO, CT, DE, FL, GA, IA, IL, KS, KY, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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