Matthew FerratuscoCRD 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 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Foreside Fund Services, LLC||Winter Park, FL||Feb 2016 - Current||2|
|Lyons Wealth Management||Winterpark, FL||Dec 2011 - Current||6|
|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|
Total Assets Under Management199MILLIONS
Total Number of Accounts276ACCOUNTS
Average Account Value$722,681
- A percentage of assets under your management
- Performance-based fees
- 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)
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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