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Matthew Laurence

32 Years of Experience
Mt Kisco, NY
BrokerSells Insurance

Matthew Laurence is a registered investment advisor, based in Mt Kisco, NY, with 32 years of industry experience.

Location

118 North Bedford Rd, Suite 100, Mt Kisco, NY, 10549

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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 ActivitiesSells Insurance

Matthew is an investment advisor representative (IAR) with Kestra Advisory Services and a partner at Madison Consulting Group, LLC. He dedicates full-time hours to both roles, with Madison Consulting Group focusing on non-investment health insurance and benefits.

Employment History
Current Registrations
Kestra Advisory Services, LLC
December 2024 - Present · 1 yr 5 mos
Kestra Investment Services, LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Cadaret Grant & CO INC
May 2021 - December 2024 · 3 yrs 7 mos
Cadaret, Grant & CO., INC.Broker
August 2001 - December 2024 · 23 yrs 4 mos
Metlife Securities INC.Broker
April 1999 - August 2001 · 2 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
April 1999 - August 2001 · 2 yrs 4 mos
Cadaret Grant & CO INC
January 1998 - September 2003 · 5 yrs 8 mos
Mony Securities CorporationBroker
November 1993 - May 1999 · 5 yrs 6 mos
State Registrations11 states
CACTDCFLMEMINJNYOHORPA
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 Laurence - Financial Advisor | TrueAdvisor