Matthew Thomson is a registered investment advisor, based in Melville, NY, with 3 years of industry experience.
Location
105 Broadhollow Road, Melville, NY, 11747
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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
Purshe Kaplan Sterling InvestmentsBroker
June 2025 - Present · 11 mos
The Wealth Alliance, LLC
June 2025 - Present · 11 mos
Previous Registrations
Charles Schwab & CO., INC.
December 2022 - June 2024 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
August 2021 - June 2024 · 2 yrs 10 mos
State Registrations1 state
NY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.