Matthew
Garber
Royal Alliance Associates, Inc
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About this Advisor
Matthew Garber is a certified financial planner based in Holmdel, New Jersey with a total of 3 years of industry experience. Garber is an employee of Royal Alliance Associates, Inc. During their career, the advisor has held roles at Garber Building Supplies Inc, Ameriprise Financial Services, Inc and Royal Alliance. Garber has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey and Pennsylvania. Royal Alliance Associates, Inc is a registered investment company that has its headquarters in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 advisors. It controls $30 billion in total assets between its 149,233 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 191 charities and foundations. Of its 149,233 client accounts, just 11% belong to high-net-worth individuals who have greater than $1 million in investable assets. Royal Alliance Associates, Inc offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically depend on which services the firm provides the client. However, fee types billed by Royal Alliance Associates, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Matthew Garber Work History
Matthew has been registered as a financial advisor for 3 years.*
Royal Alliance
Ameriprise Financial Services, Inc
Garber Building Supplies Inc
*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 Garber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
