Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Assad is a licensed securities professional with over 9 years of experience in the financial services industry. Matthew is currently registered with Brighttower Securities LLC in New York, NY. Matthew has held prior roles at Cowen and Company in Stamford, CT, Portico Capital Advisors LLC in Greenwich, CT, and Barclays Capital Inc. in New York, NY. Matthew holds the Series 63, Series 79, and SIE licenses.
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.
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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NY
07/19/2024 - Present
Brighttower Securities LLC (New York NY)
CT
12/16/2021 - 05/09/2024
COWEN AND COMPANY (Stamford CT)
CT
04/23/2019 - 02/18/2022
PORTICO CAPITAL ADVISORS LLC (GREENWICH CT)
NY
08/29/2014 - 02/27/2019
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 12/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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