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Matthew John Cherashore

Tocqueville Asset Management LP

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About Matthew John Cherashore

Matthew John Cherashore is a financial advisor with over 19 years of experience in the financial services industry. Matthew is currently registered with Tocqueville Asset Management LP and is also a registered representative with Tocqueville Securities LP. Matthew's career began at The Winchester Group, Inc., where he worked from 2001 to 2013. Matthew holds the Series 63, Series 65, Series 7, and SIE exams. Matthew is a Registered Investment Advisor (RIA) and specializes in providing financial planning and investment advice to individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Matthew Cherashore is currently registered with Tocqueville Asset Management LP. Tocqueville Asset Management LP is an investment advisor registered with the SEC and headquartered in New York, NY. The firm manages a range of investment portfolios for individuals, families, foundations, endowments, and institutions. Tocqueville Asset Management LP offers financial planning, portfolio management, and selection of other advisors.
Tocqueville Asset Management LP

40 WEST 57TH STREET

NEW YORK, NY 10019

$8.87B

Assets Under Management

Not reported

Total Clients

33

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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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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Matthew Cherashore’s Registration & Firm History

NY

09/17/2014 - Present

Tocqueville Asset Management LP (NEW YORK NY)

NY

11/08/2004 - 12/16/2013

THE WINCHESTER GROUP, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/23/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/04/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew John Cherashore.
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