Matthew
Roesser

Malatai Capital LLC

CRD#5953114
Investment Advisor
in New York, NY

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About this Advisor

Matthew Roesser is a financial advisor based in New York, New York, who has 2 years of relevant experience. Roesser works at Malatai Capital LLC. Over the course of their career, they have held roles at Spectronics, Malatai Capital, Malatai Capital LLC and Independent Trader. Roesser has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in New York and Virginia. Malatai Capital LLC is a business based in New York, NY. It has $32 million in total assets between its 27 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 27 accounts, 100% are associated with high-net-worth clients who have greater than $1 million in assets. Malatai Capital Llc provides portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Malatai Capital LLC typically consist of performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Performance-based Fees

Office Location

90 Park Ave 5Th Floor
New York, NY 10016

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Malatai Capital LLC Brokerage Details

Total Assets Under Management

$32,000,000

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

1

NY Average: 88
Total Number of Accounts

27

NY Average: 3,892
Average Account Size

$1,185,185

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Matthew Roesser Work History

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

2020 - Present (4 years)

Malatai Capital LLC

2018 - Present (6 years)

Malatai Capital

2010 - Present (14 years)

Independent Trader

2012 - 2018 (6 years)

Spectronics

*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 Roesser 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 Malatai Capital LLC

Matthew Roesser
New York, 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.

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