Matthew
Santarsiero
Invst, LLC
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About this Advisor
Matthew Santarsiero is a financial advisor based in Red Bank, New Jersey, working with Invst, LLC. Matthew has previously held positions at Edgewood Properties, Lpl Financial, LLC, Executive Monetary Management, Bdo, and Invst, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Matthew is part of Invst, LLC, which operates out of Red Bank, New Jersey. The firm has 13 offices and 70 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Invst, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Invst, LLC Brokerage Details
$1,347,246,943
70
5,139
$262,161
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Santarsiero Work History
Invst, LLC
Edgewood Properties
Lpl Financial, LLC
Bdo
Executive Monetary Management
Disclosures
Please visit the SEC profile of Matthew Santarsiero 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 Invst, LLC
Indianapolis, IN
Indianapolis, IN
Brownsburg, IN
Indianapolis, IN
Red Bank, NJ
Red Bank, NJ
Indianapolis, IN
Indianapolis, IN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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