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Matthew Witkus

25 Years of Experience
Princeton, NJ
Broker

Matthew Witkus is a registered investment advisor at Blackrock Financial Management, INC, based in Princeton, NJ, with 25 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,309 clients with $1300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
IM Fee
Planning only
Assets Under Management
$1327.9B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 University Square Drive, Princeton, NJ, 08540-6455

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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 owns three condos in Salem, MA, generating pass-through rental income. He employs a property management company and dedicates minimal time to this activity.

Employment History
Current Registrations
Blackrock Financial Management, INC
July 2014 - Present · 11 yrs 10 mos
Blackrock Investments, LLCBroker
October 2006 - Present · 19 yrs 7 mos
Previous Registrations
State Street Research Investment Services, INC.Broker
April 2001 - October 2006 · 5 yrs 6 mos
Gruntal & CO., L.L.C.Broker
April 1999 - June 1999 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.