Unclaimed Profile

Matthew Allan Lasker

WINGATE WEALTH ADVISORS, INC.·LEXINGTON, Massachusetts

Series 7, Series 66Clean record21 years registeredWINGATE WEALTH ADVISORS, INC.

450 BEDFORD STREET, LEXINGTON, MA 02420-1547CRD# 4416523Firm CRD# 105012

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Allan Lasker · LEXINGTON, MA

Registration

CRD #4416523 · WINGATE WEALTH ADVISORS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

WINGATE WEALTH ADVISORS, INC.

Sep 2004 – present

WINGATE PLANNING CORP

Sep 2007 – Mar 2013

LEXINGTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 15, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINGATE WEALTH ADVISORS, INC.

CRD 105012 · SEC 801-28664

AUM

$1.2B

Regulatory assets under management

Employees

2,810 client accounts

Services offered by WINGATE WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WINGATE WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Allan Lasker offer?

Matthew Allan Lasker specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.

What are Matthew Allan Lasker's credentials?

Matthew Allan Lasker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Allan Lasker located?

Matthew Allan Lasker is based in LEXINGTON, Massachusetts, working with WINGATE WEALTH ADVISORS, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Matthew Allan Lasker charge for services?

Matthew Allan Lasker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINGATE WEALTH ADVISORS, INC.?

WINGATE WEALTH ADVISORS, INC. has approximately 26 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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