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Michael A Matsis

J.h. Darbie & CO., Inc.

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About Michael A Matsis

Michael Matsis is a licensed investment professional with over 20 years of experience in the financial industry. Michael is currently registered with J.h. Darbie & CO., Inc. and Wolf A. Popper, Inc. and is actively involved in investment advisory activities. Michael is a Series 7, Series 63, Series 14, and Series 24 licensed representative, and he has also earned the Securities Industry Essentials (SIE) exam designation. Michael is a valuable resource for individuals and institutions seeking investment advice and financial guidance.

Firm Information

Michael Matsis is currently registered with J.h. Darbie & CO., Inc.. J.h. Darbie & CO., Inc. is a Corporation registered with the SEC and in 46 states. Founded in June 1997, the firm offers advisory services including portfolio management for individuals and selection of other advisors. They also participate in wrap fee programs. They have approximately 9 employees, including licensed agents, investment advisor representatives, and registered representatives. The firm's website is HTTP://WWW.JHDARBIE.COM.

Not reported

Assets Under Management

Not reported

Total Clients

28

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory and solicitations

Subadvisory and solicitations

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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other

Subadvisory and solicitations

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Michael Matsis’s Registration & Firm History

NY

03/31/2020 - Present

J.h. Darbie & CO., Inc. (NEW YORK NY)

NA

03/04/1986 - 07/17/1986

THE STUART-JAMES COMPANY, INC.

NA

01/21/1986 - 03/11/1986

MONVEST SECURITIES, INC.

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Licenses & Designations

BC

Issued 04/02/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 04/14/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael A Matsis.
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