M&t Securities, Inc.

M&t Securities, Inc. (CRD# 17358) is a financial advisory firm headquartered in Buffalo, NY. They serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DC, DE, FL, GA, MA, MD, NC, NJ, NY, OH, TN, TX, VA, WV

Financial Advisors at M&t Securities, Inc.
Showing 1 - 10 of 261 top financial advisors.
1
Ryan S. Appleby
CRD#: 4751450
Liffey Hall At Mercy Ridge, 2525 Pot Spring Rd, Lutherville-Timonium, MD 21093
96
Wealthminder
score

Ryan Appleby (CRD# 4751450) is an Investment Advisor Representative working at M&t Securities, Inc. in Lutherville-Timonium, MD and has over 13 years of experience in the finance industry. Ryan Appleby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Frank A. Aversa
CRD#: 2205006
Belvedere, 5910 York Rd., Baltimore, MD 21212
96
Wealthminder
score

Frank Aversa (CRD# 2205006) is an Investment Advisor Representative working at M&t Securities, Inc. in Baltimore, MD and has over 24 years of experience in the finance industry.

3
Robert D. Budde
CRD#: 4531642
Fixed Income Capital Markets, 25 South Charles Street, Baltimore, MD 21201
96
Wealthminder
score

Robert Budde (CRD# 4531642) is an Investment Advisor Representative working at M&t Securities, Inc. in Baltimore, MD and has over 15 years of experience in the finance industry. Robert Budde has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
John O. Campbell
CRD#: 5716685
213 Market Street, 14th Floor, Harrisburg, PA 17101
96
Wealthminder
score

John Campbell (CRD# 5716685) is an Investment Advisor Representative working at M&t Securities, Inc. in Harrisburg, PA and has over 6 years of experience in the finance industry. John Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Mary B. Cleary
CRD#: 3201862
Concord Pike, 5107 Concord Pike, Wilmington, DE 19803
96
Wealthminder
score

Mary Cleary (CRD# 3201862) is an Investment Advisor Representative working at M&t Securities, Inc. in Wilmington, DE and has over 18 years of experience in the finance industry. Mary Cleary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Toni M. Davis
CRD#: 4122094
285 Delaware Ave, Suite 1000, Buffalo, NY 14202
96
Wealthminder
score

Toni Davis (CRD# 4122094) is an Investment Advisor Representative working at M&t Securities, Inc. in Buffalo, NY and has over 17 years of experience in the finance industry.

7
Jeremy S. Dvorak
CRD#: 4779672
Dobbin Rd., 6395 Dobbin Rd., Columbia, MD 21045
96
Wealthminder
score

Jeremy Dvorak (CRD# 4779672) is an Investment Advisor Representative working at M&t Securities, Inc. in Columbia, MD and has over 10 years of experience in the finance industry. Jeremy Dvorak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Michael T. Farquharson
CRD#: 2971919
Tenth And Market Street, 1007 North Market Street, Wilmington, DE 19801
96
Wealthminder
score

Michael Farquharson (CRD# 2971919) is an Investment Advisor Representative working at M&t Securities, Inc. in Wilmington, DE and has over 20 years of experience in the finance industry. Michael Farquharson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Tina M. Giambanco
CRD#: 2669545
Rosenn Jenkins, 15 South Franklin Street 1st Floor, Wilkes-Barre, PA 18701
96
Wealthminder
score

Tina Giambanco (CRD# 2669545) is an Investment Advisor Representative working at M&t Securities, Inc. in Wilkes-Barre, PA and has over 17 years of experience in the finance industry. Tina Giambanco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Jay L. Guyer
CRD#: 1355681
Rosenn Jenkins, 15 South Franklin Street 1st Floor, Wilkes-Barre, PA 18701
96
Wealthminder
score

Jay Guyer (CRD# 1355681) is an Investment Advisor Representative working at M&t Securities, Inc. in Wilkes-Barre, PA and has over 32 years of experience in the finance industry. Jay Guyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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