Matthew Matcovsky
Matthew Matcovsky is a registered investment advisor at LPL Financial LLC, based in Rye Brook, NY, with 34 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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.
Exams
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