MS
MS

Matthew Stroia

24 Years of Experience
Canton, OH
BrokerSells Insurance

Matthew Stroia is a registered investment advisor at Investment Network, INC., based in Canton, OH, with 24 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Fees range from 0.50% to 3.00% annually based on the program and are negotiable. Subject to minimum annual fees of $125 to $500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4639 Whipple Ave Nw, Canton, OH, 44718

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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 co-owns Spider Monkey Brewing Company, works as an insurance agent through Stroia Financial, and serves as a professional tax preparer. He is also a member of North Canton City Council, dedicating about 10-20% of his time to city matters.

Employment History
Current Registrations
Investment Network, INC.
April 2015 - Present · 11 yrs 6 mos
Investment Network, INC.Broker
May 2007 - Present · 19 yrs 5 mos
Previous Registrations
Multi-Financial Securities Corporation
August 2006 - May 2007 · 9 mos
Multi-Financial Securities CorporationBroker
July 2006 - May 2007 · 10 mos
Investment Network, INC.
October 2003 - September 2003 · 0 mos
Investment Network, INC.Broker
October 2003 - August 2006 · 2 yrs 10 mos
Pruco Securities CorporationBroker
October 2000 - October 2001 · 1 yr
State Registrations2 states
GAOH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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