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Matthew Lusardi

Raymond James & Associates, INC.
24 Years of Experience
Chicago, IL
Broker
View SEC Summary
View SEC Summary

Matthew Lusardi is a registered investment advisor at Raymond James & Associates, INC., based in Chicago, IL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
View Full SEC Brochure

Location

120 S. Riverside Plz Fl6, Chicago, IL, 60606

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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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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Raymond James & Associates, INC.
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Oppenheimer & CO. INC.
February 2023 - September 2023 · 7 mos
Oppenheimer & CO. INC.Broker
December 2022 - September 2023 · 9 mos
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April 2022 - January 2023 · 9 mos
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State Registrations30 states
ALARAZCACTFLGAIAILINKSKYMAMDMIMNMONCNENJNVNYOHOKPASCTXUTVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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