Matrix Private Wealth Management Inc.

Matrix Private Wealth Management Inc. (CRD# 281197) is a financial advisory firm headquartered in Lake Sucess, NY. They manage $12,541,855 in 41 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1979 Marcus Avenue, Suite 210, Lake Sucess, NY 11042
http://www.matrixpwm.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $305,899
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
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Matrix Private Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mahatir Sikder, financial advisor Lake Sucess NY
Mahatir S. Sikder
CRD#: 5851052
1979 Marcus Avenue, Suite 210, Lake Sucess, NY 11042

Mahatir Sikder (CRD# 5851052) is an Investment Advisor Representative working at Matrix Private Wealth Management Inc. in Lake Sucess, NY and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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