linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Kinzer

Markin Asset Management, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Kinzer

Matthew Kinzer is an investment advisor representative with Markin Asset Management, LP located in Rye, NY. Matthew has over 10 years of experience in the financial services industry and has held positions at several firms including LPL Financial LLC and T3 Trading Group, LLC. Matthew is a Series 63, Series 65, Series 7, Series 56, and SIE licensed investment advisor representative.

Firm Information

Matthew Kinzer is currently registered with Markin Asset Management, LP. Markin Asset Management, LP is an investment adviser with approximately $96.2 million in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. The firm has 262 client accounts, including 141 high-net-worth individuals, 120 individuals other than high-net-worth, and 1 pooled investment vehicle.

$96.23M

Assets Under Management

Not reported

Total Clients

3

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.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Kinzer’s Registration & Firm History

NY

07/13/2023 - Present

Markin Asset Management, LP (RYE NY)

CT

05/28/2014 - 07/14/2015

LPL FINANCIAL LLC (CANTON CT)

NY

11/07/2012 - 03/07/2014

LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)

NY

04/25/2011 - 06/28/2012

T3 TRADING GROUP, LLC (NEW YORK NY)

Not sure if Matthew Kinzer is right for you?

Licenses & Designations

IA

Issued 09/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2012

Series 7 - General Securities Representative Examination

BC

Issued 09/16/2011

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Kinzer.
Not sure if Matthew Kinzer is right for you?