Matthew Matcovsky
Matthew Matcovsky is a registered investment advisor at LPL Financial LLC, based in Rye Brook, NY, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
800 Westchester Ave, Suite 641N, Rye Brook, NY, 10573
Get directionsHistory
Regulatory History (3)
Judgment / Lien
September 2025Judgment / Lien
December 2024Customer Dispute
January 2006Other Business ActivitiesSells Insurance
Matthew is an insurance agent since 1991, dedicating about a quarter of his time to selling annuities, life, LTC, Medicare supplements, and Medicare Part D insurance. He also owns M2 Asset Management since 2005, spending full-time hours there, especially during trading.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations21 states
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.