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Matthew Ristvey

33 Years of Experience
Hermitage, PA
Broker

Matthew Ristvey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hermitage, PA, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

499 North Hermitage Road, Hermitage, PA, 16148

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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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Other Business Activities

Matthew is the treasurer for the Hermitage School Board and an officer for the Highlands 1 condo association. He also owns rental properties, including one rented to a client's business, and is involved with Ristvey Investment Group Inc.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2011 - Present · 15 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2011 - Present · 15 yrs 5 mos
Previous Registrations
LPL Financial LLC
March 2009 - February 2011 · 1 yr 11 mos
LPL Financial LLCBroker
March 2009 - February 2011 · 1 yr 11 mos
Invest Financial Corporation
June 2008 - March 2009 · 9 mos
Invest Financial CorporationBroker
November 2002 - March 2009 · 6 yrs 4 mos
Futureshare Financial LLCBroker
December 2001 - November 2002 · 11 mos
Conseco Securities, INC.Broker
December 2000 - December 2001 · 1 yr
Natcity Insurance Services, INC.Broker
January 1999 - December 2000 · 1 yr 11 mos
Liberty Securities CorporationBroker
July 1998 - January 1999 · 6 mos
Natcity Investments, INC.Broker
March 1998 - December 2000 · 2 yrs 9 mos
PNC Brokerage CORPBroker
December 1994 - March 1998 · 3 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
April 1993 - October 1994 · 1 yr 6 mos
Hibbard Brown & CO., INC.Broker
May 1992 - February 1993 · 9 mos
State Registrations35 states
ALAZCACOCTDEFLGAHIILINKSKYLAMDMEMIMONCNENHNJNVNYOHOKORPASCTNTXVAVTWAWV
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.