Matthew Fresca
Matthew Fresca is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, KY, with 23 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
3225 Summit Square Place Suite 200, Lexington, KY, 40509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the CEO of Summit Square Partners and an associate/employee at Vine Street Private Wealth & Family Office, dedicating about a quarter to half of his time to each. He also owns rental real estate property, spending minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
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