Matthew
Carey

Blue Spark Capital Advisors

CRD#2677250
Investment Advisor
in New York, NY

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About this Advisor

Matthew Carey is a financial advisor based in New York, New York, working with Blue Spark Capital Advisors. Matthew has previously held positions at Blue Spark Financial, Iona College, and Blue Spark Capital Advisors LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and New York. Currently, Matthew is part of Blue Spark Capital Advisors, which operates out of New York, New York. The firm has 1 office and 2 employees. The firm manages assets totaling $208.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Blue Spark Capital Advisors includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

31 Hudson Yards 11Th Floor
New York, NY 10001

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Blue Spark Capital Advisors Brokerage Details

Total Assets Under Management

$208,266,939

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

2

NY Average: 88
Total Number of Accounts

92

NY Average: 3,892
Average Account Size

$2,263,771

NY Average: $1,917,921

Investment Advisory Services

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

Matthew Carey Work History

2012 - Present (12 years)

Blue Spark Financial

2012 - Present (12 years)

Blue Spark Capital Advisors LLC

2011 - Present (13 years)

Iona College

Disclosures

Please visit the SEC profile of Matthew Carey 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 Blue Spark Capital Advisors

Maura Griffin
New York, NY
Matthew Carey
New York, NY

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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.

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