Matthew Davis
Matthew Davis is a registered investment advisor at Planmember Securities Corporation, based in Farmingville, NY, with 13 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
2410 North Ocean Avenue, Suite 401, Farmingville, NY, 11738
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2018Other Business ActivitiesSells Insurance
Matthew works as an agent for Mutual Inc. since 2013, providing investment, insurance, and financial planning services. This activity takes nearly all of Matthew's time, including during trading hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations9 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.