![Matthew Gallup, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
Matthew Gallup (CRD# 7066492) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 5 years of experience in the finance industry.
![Joseph Abed El Latif, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 6091481
The Ayco Company, LP
![Anthony Accetta, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 5123632
Cetera Investment Advisers LLC
![Lawrence Agler, financial advisor Saratoga Springs NY](/img/ws/profile-blank-sq.png)
CRD# 1476297
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Rockefeller Capital Management | Saratoga Springs, NY | Mar 2024 - Current | < 1 |
Rockefeller Financial LLC | Saratoga, NY | Mar 2020 - Current | 4 |
Rock & Co LLC | Saratoga, NY | Mar 2020 - Jan 2024 | 3 |
The Ayco Company, L.p./mercer Allied | Latham, NY | Jan 2019 - Mar 2020 | 1 |
Kpmg LLP | Albany, NY | Aug 2016 - Dec 2018 | 2 |
University At Albany | Albany, NY | Aug 2015 - May 2016 | < 1 |
University At Albany | Albany, NY | Aug 2015 - May 2016 | < 1 |
Kpmg LLP | Albany, NY | Jun 2015 - Aug 2015 | < 1 |
University At Albany | Albany, NY | Sep 2013 - May 2015 | 1 |
Golub Corporation | Schenectady, NY | Jun 2014 - Aug 2014 | < 1 |
Riverlink Park Cafe | Amsterdam, NY | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- NY
- TX
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Total Assets Under Management51,821MILLIONS
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Total Number of Accounts61,461ACCOUNTS
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Average Account Value$843,153
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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