Matthew
Ferratusco

Lyons Wealth Management

CRD#5995653
Investment Advisor
in Winter Park, FL

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About this Advisor

Matthew Ferratusco is a financial advisor based in Winter Park, Florida, working with Lyons Wealth Management. Matthew has previously held positions at Midamerica Financial Services, Inc, Lyons Wealth Management, and Foreside Fund Services, LLC. Matthew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Matthew is part of Lyons Wealth Management, which operates out of Winter Park, Florida. The firm has 7 employees and manages assets totaling $159.7 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for investment companies. The fee structure at Lyons Wealth Management includes asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

280 W. Canton Ave Ste 430
Winter Park, FL 32789

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Lyons Wealth Management Brokerage Details

Total Assets Under Management

$159,658,690

FL Average: $1,855,561,029
Total Number of Employees

7

FL Average: 62
Total Number of Accounts

139

FL Average: 2,474
Average Account Size

$1,148,624

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies

Matthew Ferratusco Work History

2011 - Present (13 years)

Lyons Wealth Management

2016 - 2018 (2 years)

Foreside Fund Services, LLC

2014 - 2015 (1 year)

Midamerica Financial Services, Inc

Disclosures

Please visit the SEC profile of Matthew Ferratusco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lyons Wealth Management

Jeroen Linders
Winter Park, FL
Alan Jardeleza
Winter Park, FL
Matthew Ferratusco
Winter Park, FL
Alexander Read
Winter Park, FL
Corey Roun
Winter Park, FL

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