Matthew Pfeiffer
Matthew Pfeiffer is a registered investment advisor at Independent Financial Partners, based in Camillus, NY, with 26 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
101 Knowell Rd., Camillus, NY, 13031
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2020Other Business ActivitiesSells Insurance
Matthew is the owner of Harbor Wealth Advisors CNY, INC, an S-Corp for financial services, and MS & MP Holdings LLC, a real estate holding company, dedicating minimal time to each. He is also an agent for Pinnacle and Specific Solutions, IMOs that offer support for fixed annuities and insurance, spending minimal time on each.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Key Investment Services LLCBroker
Mcdonald Investments INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 states
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.