Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Douglas Chaffee is a financial professional with over 30 years of experience in the industry. Matthew is a registered principal with Leigh Baldwin & CO., LLC and has been with the firm since 2000. Matthew has a broad range of experience, specializing in providing financial advice to individuals, high-net-worth individuals, and charitable organizations. Prior to joining Leigh Baldwin & CO., LLC, Matthew worked at several other firms, including M. Robert Burton Associates, Inc. and Brokers Transaction Services, Inc. Matthew is licensed in 16 states and holds the Series 7, Series 24, Series 4, Series 28, SIE, and Series 99TO licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees from other ria's
1
2
NY
01/26/2000 - Present
Leigh Baldwin & CO., LLC (NORWICH NY)
NY
03/23/1999 - 09/06/2000
M. ROBERT BURTON ASSOCIATES, INC. (LIVERPOOL NY)
TX
01/03/1996 - 12/31/1998
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
NY
10/28/1993 - 03/14/1996
M. ROBERT BURTON ASSOC., INC. (SYRACUSE NY)
TX
02/11/1991 - 11/05/1993
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
BC
Issued 02/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/15/1998
Series 4 - Registered Options Principal Examination
BC
Issued 08/26/1993
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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