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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Baltuch is an Investment Advisor Representative at Steward Partners Investment Advisory, LLC. Matthew has been in the financial services industry since February 4, 1996. Prior to joining Steward Partners Investment Advisory, LLC, Matthew worked at Raymond James Financial Services, Inc., Morgan Stanley, and Citigroup Global Markets Inc. Matthew is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 3, 7, 9, 10, 24, 63, and 65 licenses. Matthew is also registered as an Investment Advisor Representative in Florida, New Jersey, and Texas.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
05/07/2018 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
DC
05/04/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
NJ
06/01/2009 - 05/07/2018
MORGAN STANLEY (SHORT HILLS NJ)
NJ
05/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
09/04/2001 - 05/22/2008
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NY
02/05/1996 - 10/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 5/1/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/1/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/5/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/28/2003
Series 3 - National Commodity Futures Examination
BC
Issued 2/2/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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