MS
MS

Matthew Ryan Segal

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
771 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

475 Fifth Ave, Suite 1501, New York, NY, 10017

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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 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
August 2021 - Present · 4 yrs 6 mos
Spire Securities, LLCBroker
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Morgan StanleyBroker
May 2010 - November 2019 · 9 yrs 6 mos
Morgan Stanley
May 2010 - November 2019 · 9 yrs 6 mos
UBS Financial Services INC.
October 2006 - May 2010 · 3 yrs 7 mos
UBS Financial Services INC.Broker
October 2006 - May 2010 · 3 yrs 7 mos
Morgan Stanley
January 2006 - October 2006 · 9 mos
Morgan Stanley Dw INC.Broker
April 2004 - October 2006 · 2 yrs 6 mos
Ryan Beck & CO.Broker
October 2002 - April 2004 · 1 yr 6 mos
Sandgrain Securities, INC.Broker
October 2001 - January 2002 · 3 mos
State Registrations4 states
CTFLNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Matthew Ryan Segal - Financial Advisor | TrueAdvisor