Matthew
Rawski
Legacy Wealth
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About this Advisor
Matthew Rawski is a financial advisor working in Saint Paul, Minnesota who has 1 year of relevant experience. Rawski is on the advisory team at Legacy Wealth. Their career trajectory has included roles at Pfs Investments Inc, Primerica Financial Services, Chipotle Mexican Grille, Jakes City Grille, Dewilde Contracting LLC, Mcdonalds Corporation, Bethel School Of Minstry, North Central University, Home Depot, Lockton Companies, H.M.H Of St. Paul Inc, Wayzata Public Schools, Legacy Wealth LLC and M Holdings Securities Inc. Rawski holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota. Legacy Wealth is a registered investment company operating out of Saint Paul, MN. It has $356 million in assets under management between its 982 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 982 accounts, 36% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically depend on which services are offered. Fee types charged by Legacy Wealth likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Brokerage Details
$355,701,368
10
982
$362,221
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Rawski Work History
Matthew has been registered as a financial advisor for 1 years.*
Legacy Wealth LLC
M Holdings Securities Inc
Pfs Investments Inc
Primerica Financial Services
Home Depot
Lockton Companies
H.M.H Of St. Paul Inc
Home Depot
Mcdonalds Corporation
North Central University
Dewilde Contracting LLC
Chipotle Mexican Grille
Jakes City Grille
Bethel School Of Minstry
Wayzata Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Rawski 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 Legacy Wealth
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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