Matthew
Shapiro
Platform Technology Partners
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About this Advisor
Matthew Shapiro is a financial advisor working in Woodbury, New York who has 3 years of relevant experience. Shapiro is an advisor for Platform Technology Partners. Shapiro has gained experience at Sanford C. Bernstein & Co., LLC and Platform Technology Partners. Shapiro holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey and New York. Platform Technology Partners is an advisory company operating out of New York, NY. The company has a total of 12 people on staff. It handles $648 million in assets between its 1,398 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 1,398 customer accounts, 24% are held by high-net-worth clients who have more than $1 million in assets available to invest. Platform Technology Partners has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically vary depending on which services are provided. However, fees billed by Platform Technology Partners can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Platform Technology Partners Brokerage Details
$648,283,133
12
1,398
$463,722
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Matthew Shapiro Work History
Matthew has been registered as a financial advisor for 3 years.*
Platform Technology Partners
Sanford C. Bernstein & Co., 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 Shapiro 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
Woodbury, NY
New York, NY
New York, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
New York, NY
New York, NY
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