MS
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Matthew Streif
20 Years of Experience
Westport, CT
1 DisclosureBroker
Matthew Streif is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Westport, CT, with 20 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
19 Ludlow Road, Suite 202, Westport, CT, 06880
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2016Settled
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2026 - Present · 4 mos
Raymond James Financial Services Advisors, INC
January 2026 - Present · 4 mos
Previous Registrations
UBS Financial Services INC.
October 2015 - January 2026 · 10 yrs 3 mos
UBS Financial Services INC.Broker
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 Registrations10 states
CACOCTFLMANMNYOHOKTX
AdvisorBrokerBoth
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
No exam information available for this advisor.