Matthew Moore
Matthew Moore is a registered investment advisor at Nye Street Partners LLC, based in Saratoga Springs, NY, with 18 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 6 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Portfolio management fees are fully negotiable and determined on an individual basis.
Fee Estimator
Location
18 Division St, Unit 301, Saratoga Springs, NY, 12866
Get directionsHistory
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 works as a wholesaler for Optifino, referring clients to Lifewize, and is a managing member at Nye Street Partners, advising ultra-high-net-worth clients. He also works for The Leader's Group Inc as a broker dealer for variable life insurance policies.
Employment History
Current Registrations
Nye Street Partners LLC
Previous Registrations
The Leaders Group, INC.Broker
Mercer Allied Company, L.P.Broker
State Registrations1 state
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
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