Matthew
Pfeiffer

Independent Financial Partners

CRD#3106722
Investment Advisor
in Camillus, NY

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About this Advisor

Matthew Pfeiffer is a financial advisor who works in Camillus, New York who has 2 years of industry experience. Pfeiffer is an advisor for Independent Financial Partners. Throughout their career, they have worked at Key Investment Services LLC, Independent Financial Partners and Ifp Securities, LLC. Pfeiffer has Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to serve investors in California, Florida, Georgia, Massachusetts, New York, North Carolina, Texas and Virginia. Independent Financial Partners is a firm based in Tampa, FL. The investment advisory business has offices in 155 locations and a total of 273 financial advisors. It handles $9 billion in total assets between its 34,487 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 85 charitable organizations. Of its 34,487 accounts, just 13% belong to high-net-worth clients who have more than $1 million in assets. Independent Financial Partners offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely vary depending on the services provided. Fees billed by Independent Financial Partners can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

101 Knowell Rd.
Camillus, NY 13031

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$8,915,756,449

NY Average: $1,855,561,029
Total Number of Employees

273

NY Average: 62
Total Number of Accounts

34,487

NY Average: 2,474
Average Account Size

$258,525

NY Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Matthew Pfeiffer Work History

Matthew has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Independent Financial Partners

2020 - Present (4 years)

Ifp Securities, LLC

2009 - 2020 (11 years)

Key Investment Services LLC

*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 Pfeiffer 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 Independent Financial Partners

Jonathan Brown
Pleasant Hill, CA
Shelly Wohler
Milwaukee, WI
Anthony Adamo
Palm Harbor, FL
Joshua Weinstein
Middletown, OH
William Scarfone
Grosse Pointe, MI
Mark Christensen
Tampa, FL
Sunnaret Eang
Fort Washington, PA
Eric Zebrauskas
Tampa, FL

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.

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