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Matthew Henry Masterson

Corient

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About Matthew Henry Masterson

Matthew Masterson is a financial advisor with over 14 years of experience in the industry. He has been with Corient since December 2022, previously working at RegentAtlantic. Matthew specializes in providing financial planning and portfolio management services to individuals, families, businesses, and institutions. He holds the Series 6, 7, and SIE licenses and is a Certified Financial Planner (CFP®). Matthew is passionate about helping his clients achieve their financial goals.

Firm Information

Matthew Masterson is currently registered with Corient. Corient, headquartered in Miami, FL, is an investment advisor with over 476 investment advisory professionals. They manage approximately $118 billion in assets for a wide range of clients including high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension plans. Their services include financial planning, portfolio management, pension consulting, and educational seminars. Corient is registered with the SEC under the SEC number 801-124978.
Corient

2 S BISCAYNE BLVD

MIAMI, FL 33131

$118.19B

Assets Under Management

1,341

Total Clients

452

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of assets under advisement

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Matthew Masterson’s Registration & Firm History

NJ

11/21/2023 - Present

Corient (MORRISTOWN NJ)

NJ

01/15/2009 - 08/21/2015

LPL FINANCIAL LLC (FRANKLIN LAKES NJ)

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Licenses & Designations

BC

Issued 08/21/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2012

Series 7 - General Securities Representative Examination

BC

Issued 01/14/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Henry Masterson.
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