Matthew
Gaer

Aegis Capital Corp

CRD#2301493
Investment Advisor
in New York, NY

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About this Advisor

Matthew Gaer is a financial advisor based in New York, New York, working with Aegis Capital Corp. Matthew has previously held positions at Oppenheimer & Co. Inc and Aegis Capital Corp. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, New York, and Washington. Currently, Matthew is part of Aegis Capital Corp, which operates out of New York, New York. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1345 Avenue Of The Americas 27Th Floor
New York, NY 10105

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$1,282,090,691

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

257

NY Average: 88
Total Number of Accounts

2,479

NY Average: 3,892
Average Account Size

$517,181

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Matthew Gaer Work History

2016 - Present (8 years)

Aegis Capital Corp

2013 - 2016 (3 years)

Oppenheimer & Co. Inc

Disclosures

Please visit the SEC profile of Matthew Gaer 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 Aegis Capital Corp

Charles Rosen
Northbrook, IL
Samuel Tenzer
Hillsdale, NJ
Glenn Glazer
New York, NY
James Wright
New York, NY
John Oeming
Eugene, OR
Zachary Nedell
Westport, CT
Andrew Brookman
Stamford, CT
Felix Fuertes
New York, NY

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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