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Matthew Stephen Wypyski

ST. James Investment Advisors, LLC

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About Matthew Stephen Wypyski

Matthew Wypyski is an investment advisor representative at St. James Investment Advisors, LLC. Matthew is also the Deputy Executive Director and COO at the MS State Port Authority at Gulfport. Matthew has been in the industry since August 2002, specializing in providing portfolio management for individuals, businesses, and pension consulting. Matthew is registered with the states of Mississippi and New York.

Firm Information

Matthew Wypyski is currently registered with ST. James Investment Advisors, LLC. ST. James Investment Advisors, LLC is a Registered Investment Advisor located in PORT JEFFERSON, NY. The firm has 4 investment adviser representatives and manages approximately $68.7 million in regulatory assets under management. They provide portfolio management services to individuals, businesses, and pension plans. The firm also offers sub-adviser services.
ST. James Investment Advisors, LLC

414 MAIN STREET

PORT JEFFERSON, NY 11777

$68.67M

Assets Under Management

216

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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sub adviser services

Sub adviser services

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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Matthew Wypyski’s Registration & Firm History

MS

06/20/2021 - Present

ST. James Investment Advisors, LLC (Pass Christian MS)

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Licenses & Designations

IA

Issued 05/09/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Stephen Wypyski.
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