Matthew Streif is a registered investment advisor, based in Westport, CT, with 21 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold.
Location
19 Ludlow Road, Suite 202, Westport, CT, 06880
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Regulatory History (1)
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Customer Dispute
December 2016Settled
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2026 - Present · 9 mos
Raymond James Financial Services Advisors, INC
January 2026 - Present · 9 mos
Previous Registrations
UBS Financial Services INC.Broker
October 2015 - January 2026 · 10 yrs 3 mos
UBS Financial Services INC.
October 2015 - January 2026 · 10 yrs 3 mos
Morgan StanleyBroker
June 2009 - October 2015 · 6 yrs 4 mos
Morgan Stanley
June 2009 - October 2015 · 6 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
July 2005 - April 2007 · 1 yr 9 mos
Morgan Stanley Dw INC.Broker
June 2005 - April 2007 · 1 yr 10 mos
State Registrations11 states
CACOCTFLMANJNMNYOHOKTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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