Matthew Krusko is a CFP-designated registered investment advisor at Golden Bay Advisors LLC, based in Chappaqua, NY, with 12 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 154 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden Bay Advisors manages investment portfolios for a fee that is a percentage of the value of your account. The specific percentage is negotiated individually with each client.
Location
Chappaqua, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Golden Bay Advisors LLC
Previous Registrations
First Republic Investment Management, INC.
Alliancebernstein L.P.
State Registrations2 states
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