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Matthew A. Stefurak

THE Baker Group, LP

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About Matthew A. Stefurak

Matthew A. Stefurak is a registered representative with The Baker Group, LP, a firm that provides investment strategies for financial institutions and other institutional investors. Matthew has been in the industry since 2012 and is licensed in several states, including New York, Connecticut, New Jersey, California, Pennsylvania, South Carolina and Vermont. He holds the Series 7, SIE and Series 63 licenses. Before joining The Baker Group, Matthew was a registered representative at TRADITION SECURITIES AND DERIVATIVES INC. and FIRST EMPIRE SECURITIES, INC..

Firm Information

Matthew Stefurak is currently registered with THE Baker Group, LP. THE Baker Group, LP is a Partnership firm that was formed on May 20, 1992. The firm provides investment strategies for financial institutions and other institutional investors. It is registered with the SEC and in 25 states. The firm has 8 registered representatives and 5 investment adviser representatives.

Not reported

Assets Under Management

2

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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investment strategies for financial institutions and other institutional investors

Investment strategies for financial institutions and other institutional investors

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Negotiable fees based on % of investable assets per client

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Matthew Stefurak’s Registration & Firm History

NY

01/17/2019 - Present

THE Baker Group, LP (Babylon NY)

NY

02/04/2013 - 01/07/2019

TRADITION SECURITIES AND DERIVATIVES INC. (New York NY)

NY

08/28/2012 - 01/25/2013

FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)

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Licenses & Designations

BC

Issued 09/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew A. Stefurak.
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