Matthew Sachar
Matthew Sachar is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Salem, MA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
530 Loring Ave, Suite 203, Salem, MA, 01970
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a partner in Coltcam Crowninshield LLC and Falcon Realty LLC, both residential real estate rental businesses, and owner of Falcon Financial Corp. He also acts as a trustee for SACHAR. These activities require minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations24 states
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