Matthew
Segal

Platform Technology Partners

CRD#4282318
Investment Advisor
in New York, NY

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About this Advisor

Matthew Segal is a financial advisor based in New York, New York with a total of 2 years of relevant experience. Segal is currently employed by Platform Technology Partners. Over the course of their career, they have held roles at Morgan Stanley Smith Barney, Spire Securities, LLC and Ptp. Segal holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Platform Technology Partners is a company that has its headquarters in New York, NY. The firm has a total of 12 financial advisors. It administers $648 million in total assets across its 1,398 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 1,398 customer accounts, 24% are associated with high-net-worth investors who have at least $1 million in investable assets. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Platform Technology Partners most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

40 Wall Street 17Th Floor
New York, NY 10005

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Platform Technology Partners Brokerage Details

Total Assets Under Management

$648,283,133

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

12

NY Average: 88
Total Number of Accounts

1,398

NY Average: 3,892
Average Account Size

$463,722

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

Matthew Segal Work History

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

2019 - Present (5 years)

Spire Securities, LLC

2019 - Present (5 years)

Ptp

2010 - 2019 (9 years)

Morgan Stanley Smith Barney

*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 Segal 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 Platform Technology Partners

Stephen Nicholas
Woodbury, NY
Joseph Spina
New York, NY
Matthew Segal
New York, NY
Patrick Van Roten
Woodbury, NY
Jeffrey Filone
Woodbury, NY
Matthew Shapiro
Woodbury, NY
Nathaniel Simkins
New York, NY
Patrick Moran
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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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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