Matthew Segal
Matthew Segal is a registered investment advisor at Platform Technology Partners, based in New York, NY, with 23 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, Retirement Planning. Their firm serves 771 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PTP generally charges an annual fee based on a percentage of the average daily value of the assets being managed. The annual fee is in addition to brokerage commissions, transaction fees, and other related costs. The fee is charged monthly or quarterly, in arrears, based on the average daily value of the assets. The total annual management fee is the sum of the program fee, advisory fee, and administration fee(s), and may not exceed 3.00%. PTP may invest client assets in private funds managed by PTP, which also incur asset-based management fees and potentially performance-based fees.
Location
475 Fifth Ave, Suite 1501, New York, NY, 10017
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an IAR of Northeast Private Wealth Management, focusing on operational duties full-time. He also engages in insurance-related activities, selling life, health, property, and casualty insurance, dedicating minimal time to the latter.
Employment History
Current Registrations
Platform Technology Partners
Spire Securities, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Ryan Beck & CO.Broker
Sandgrain Securities, INC.Broker
State Registrations4 states
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