Be advised. This firm is no longer registered.

Matlock Advisors, LLC

Matlock Advisors, LLC (CRD# 135484) is a financial advisory firm headquartered in Cazenovia, NY. They manage $12,027,076 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $203,849
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Matlock Advisors, LLC
No Advisor Found.
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