Matthew Hartstein
Matthew Hartstein is a registered investment advisor at Raymond James & Associates, INC., based in Rochester, NY, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Meridian Centre, Suite 315, Rochester, NY, 14618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew owns rental real estate properties, including through DaizyBug LLC, taking about 10-20% of his time. He also coaches for a local soccer club, FC Dynamo Roc, dedicating about 10-20% of his time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations10 states
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