Matthew Crosby is a registered investment advisor at Ladenburg Thalmann Asset Management INC, based in New York, NY. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 3,154 clients with $6.7B 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 | 0.75% |
Maximum asset-based fee for consulting services is 0.75% annually. Fees are subject to negotiation and vary across different sponsored programs.
Fee Estimator
Location
640 Fifth Avenue, 4th Fl., New York, NY, 10019
Get directionsHistory
Regulatory History
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
Ladenburg Thalmann Asset Management INC
Ladenburg Thalmann & CO. INC.Broker
State Registrations1 state
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
More Advisors
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.
- Joshua Rubin, CFPNerdwallet Wealth Partners, LLC
- Karen Felmly, CFPMorgan Stanley
- David Weigel, CFPWeigelfam