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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 a financial advisor with over 25 years of experience in the industry. Matthew is a registered representative and investment advisor. Matthew is currently employed by Steward Partners Investment Advisory, LLC. Previously, Matthew has worked with firms such as Morgan Stanley, Raymond James Financial Services, Inc., and Citigroup Global Markets Inc. Matthew works with individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Matthew provides financial planning, investment advice, and other advisory services. Matthew's office is located in New York, NY.
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 05/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/05/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2003
Series 3 - National Commodity Futures Examination
BC
Issued 02/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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