Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Neal Silver is a financial advisor registered with Morgan Stanley since April 2022. Matthew has been working in the financial industry since 1999. He is a licensed Investment Adviser Representative in New York and Texas. His previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, NYLIFE Distributors LLC, BlackRock Investments, Inc., and Ash & Co. Incorporated. Matthew has a variety of investment related licenses and designations including Series 7, Series 63, Series 65 and the Securities Industry Essentials Examination. Matthew offers a range of services, including financial planning, asset allocation advice, and portfolio management for individuals, businesses, investment companies, and pension plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/22/2022 - Present
Morgan Stanley (Jericho NY)
NY
07/19/2010 - 04/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERICHO NY)
NJ
03/05/2004 - 03/30/2009
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
11/12/1998 - 02/18/2004
BLACKROCK INVESTMENTS, INC. (NEW YORK NY)
NY
08/13/1997 - 11/10/1997
ASH & CO. INCORPORATED (GREAT NECK NY)
IA
Issued 05/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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