Matthew Wall, financial advisor New York NY

Matthew Wall

CRD Number: 6066394
Current Firm: Prudential Financial Planning Services

Matthew Wall (CRD# 6066394) is an Investment Advisor Representative working at Prudential Financial Planning Services in New York, NY and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC New York, NY Oct 2016 - Current 7
Prudential Insurance Company Of America New York, NY Oct 2016 - Current 7
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Sep 2016 1
Mcadam LLC Jersey City, NJ Oct 2014 - Sep 2016 1
Ing Financial Partners Inc. Jersey City, NJ May 2012 - Oct 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Matthew J. Wall
Phone Number: 800-235-7637
Registered State(s):
  • NJ
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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