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MB

Matthew Baltuch

30 Years of Experience
Stamford, CT
BrokerSells Insurance

Matthew Baltuch is a registered investment advisor, based in Stamford, CT, with 30 years of industry experience.

Location

400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512

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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 agent for Steward Partners Global Advisory, installing non-variable insurance products, dedicating minimal time. He also serves as Treasurer for the Monte Verde Community Board, reviewing financials and writing checks, also dedicating minimal time.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Advisory, LLC
May 2018 - Present · 8 yrs 2 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
May 2018 - May 2022 · 4 yrs
Morgan StanleyBroker
June 2009 - May 2018 · 8 yrs 11 mos
Morgan Stanley
June 2009 - May 2018 · 8 yrs 11 mos
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.
May 2002 - May 2008 · 6 yrs
Citigroup Global Markets INC.Broker
September 2001 - May 2008 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1996 - October 2001 · 5 yrs 8 mos
State Registrations22 states
CADCDEFLGAILMAMDNCNHNJNVNYOHORPARISCTNTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Baltuch - Financial Advisor | TrueAdvisor