MS
MS
Matthew Sitarski
18 Years of Experience
Saline, MI
Broker
Matthew Sitarski is a registered investment advisor at Raymond James & Associates, INC., based in Saline, MI, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...
Location
Saline, MI
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.
January 2024 - Present · 2 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - February 2024 · 11 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2024 · 11 yrs 4 mos
Chase Investment Services CORP.
July 2010 - October 2012 · 2 yrs 3 mos
Chase Investment Services CORP.Broker
December 2007 - October 2012 · 4 yrs 10 mos
State Registrations7 states
FLGAKYMIOHTNTX
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.