Matthew Schechner

31 Years of Experience

Westbury, NY

2 DisclosuresBrokerSells Insurance

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Matthew Schechner is a registered investment advisor, based in Westbury, NY, with 31 years of industry experience.

Location

400 Post Ave, Suite 202, Westbury, NY, 11590

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History

Regulatory History (2)

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Customer Dispute

April 2014

Denied

Customer Dispute

October 2000

Closed-No Action

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Other Business ActivitiesSells Insurance

Matthew is an insurance agent and financial advisor at B. Riley Wealth Insurance Corp, spending a few hours per week selling insurance products. He also dedicates full-time hours to Global Wealth Partners and about a quarter of his time as President of Essential Advisory Services LLC, providing financial planning, tax, and accounting services. Finally, Matthew is a part owner of a tax practice, Woodbury 2021 Inc, spending minimal time on this activity.

Employment History

Current Registrations

B. Riley Wealth ManagementBroker

July 2022 - Present · 3 yrs 10 mos

B. Riley Wealth Advisors, INC.

May 2009 - Present · 17 yrs

Previous Registrations

National Securities CorporationBroker

March 2009 - July 2022 · 13 yrs 4 mos

Aegis Capital CORP.

January 2008 - April 2009 · 1 yr 3 mos

Aegis Capital CORP.Broker

February 2006 - April 2009 · 3 yrs 2 mos

Oppenheimer & CO. INC.Broker

January 2002 - February 2006 · 4 yrs 1 mo

Prime Charter LTD.Broker

November 1997 - January 2002 · 4 yrs 2 mos

Gkn Securities CORP.Broker

April 1996 - December 1997 · 1 yr 8 mos

Gruntal & CO. IncorporatedBroker

May 1994 - April 1996 · 1 yr 11 mos

State Registrations19 states

AZCACTFLGAILKYMONCNHNJNYOHORPARISCTXVA

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.

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