MD
MD

Matthew Digan

36 Years of Experience
Garden City, NY
Broker

Matthew Digan is a registered investment advisor at Raymond James & Associates, INC., based in Garden City, NY, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Garden City, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.
August 2023 - Present · 2 yrs 11 mos
Raymond James & Associates, INC.Broker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
August 2022 - June 2023 · 10 mos
Fidelity Brokerage Services LLCBroker
August 2022 - June 2023 · 10 mos
Raymond James Financial Services, INC.Broker
July 2021 - May 2022 · 10 mos
Legg Mason Investor Services, LLCBroker
December 2005 - August 2020 · 14 yrs 8 mos
Citigroup Global Markets INC.Broker
November 2004 - December 2005 · 1 yr 1 mo
Seligman Advisors, INC.Broker
December 1998 - October 2004 · 5 yrs 10 mos
Cibc Oppenheimer CORP.Broker
March 1995 - January 1999 · 3 yrs 10 mos
Kemper Distributors, INC.Broker
February 1995 - March 1995 · 1 mo
Kemper Financial Services, INC.Broker
February 1993 - February 1995 · 2 yrs
Keystone Distributors, INC.Broker
June 1992 - January 1993 · 7 mos
Alliance Fund Distributors, INC.Broker
June 1990 - December 1991 · 1 yr 6 mos
Integrated Resources Marketing, INC.Broker
November 1989 - April 1990 · 5 mos
Integrated Resources Capital Services, INC.Broker
August 1987 - November 1989 · 2 yrs 3 mos
State Registrations1 state
NY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Matthew Digan - Financial Advisor | TrueAdvisor