Lyle Hatch
Lyle Hatch is a registered investment advisor at Jeffrey Matthews Wealth Management, LLC, based in Florham Park, NJ, with 48 years of industry experience. Lyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 367 clients with $160M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
30B Vreeland Road, Suite 210, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 1998Customer Dispute
August 1997Criminal
January 1979Civil
August 1976Other Business Activities
Lyle is a board member for the borough of Hawthorne NJ zoning board since January 2021. This requires a few hours per week.
Employment History
Current Registrations
Jeffrey Matthews Wealth Management, LLC
The Jeffrey Matthews Financial Group, L.L.C.Broker
Previous Registrations
The Gms Group, LLC
The Gms Group, LLCBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Gibraltar Securities CO.Broker
E.A. Moos & CO. L.P.Broker
Bevill, Bresler & Schulman IncorporatedBroker
Hanauer, Stern & Company,incorporatedBroker
State Registrations7 states
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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