Matrix Private Wealth Management Inc.

Matrix Private Wealth Management Inc. (CRD# 281197) is a financial advisory firm headquartered in Lake Sucess, NY. They manage $5,980,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $199,333
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

NY, TX

Financial Advisors at Matrix Private Wealth Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Abdus S. Sikder
CRD#: 1319916
1979 Marcus Avenue, Suite 210, Lake Sucess, NY 11042
96
Wealthminder
score

Abdus Sikder (CRD# 1319916) is an Investment Advisor Representative working at Matrix Private Wealth Management Inc. in Lake Sucess, NY and has over 33 years of experience in the finance industry.

2
Mahatir S. Sikder
CRD#: 5851052
1979 Marcus Avenue, Suite 210, Lake Sucess, NY 11042
89
Wealthminder
score

Mahatir Sikder (CRD# 5851052) is an Investment Advisor Representative working at Matrix Private Wealth Management Inc. in Lake Sucess, NY and has over 2 years of experience in the finance industry.

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