Charles
Matisi

American Portfolios Advisors, Inc

CRD#2650170
Investment Advisor
in Holbrook, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Charles Matisi is a financial advisor working in Holbrook, New York with 9 years of industry experience. Matisi is on the advisory team at American Portfolios Advisors, Inc. During their career, Matisi has held roles at Guardian Life Insurance Company, Park Avenue Securities, 4Thought Financial Group, Inc and American Portfolios Financial Services, Inc. Matisi has Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey and New York. American Portfolios Advisors, Inc is a financial advisory company operating out of Holbrook, NY. The firm has offices in 312 locations and a total of 610 people on staff. It oversees $8 billion in assets between its 38,533 accounts, making it one of the largest firms in the country by assets under management. The firm advises 82 charities and foundations. Of its 38,533 accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets available to invest. American Portfolios Advisors, Inc has a diverse set 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, publication of newsletters and educational seminars. Financial management fees vary depending on which services are offered. However, fee types billed by American Portfolios Advisors, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

9 years

Services Offered

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4250 Veteran'S Memorial Highway 4Th. Floor, Suite 420E
Holbrook, NY 11741

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

American Portfolios Advisors, Inc Brokerage Details

Total Assets Under Management

$8,397,016,000

NY Average: $7,464,549,021
Total Number of Employees

610

NY Average: 88
Total Number of Accounts

38,533

NY Average: 3,892
Average Account Size

$217,918

NY Average: $1,917,921

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Charles Matisi Work History

Charles has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

4Thought Financial Group, Inc

2014 - Present (10 years)

American Portfolios Financial Services, Inc

2012 - 2013 (1 year)

Guardian Life Insurance Company

2012 - 2013 (1 year)

Park Avenue Securities

*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 Charles Matisi 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 American Portfolios Advisors, Inc

Joann Murray
Holbrook, NY
Erica Keane
Holbrook, NY
Nicholas Klopsis
Holbrook, NY
Kevin Saia
Holbrook, NY
Michael Sleasman
Holbrook, NY
Whitney Merrill
Holbrook, NY
Stacy Pfizenmayer
Holbrook, NY
Michael Sackstein
Holbrook, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started