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Matthew Z Krusko

GOLDEN BAY ADVISORS LLC·CHAPPAQUA, New York
Series 7, Series 31, Series 66CFPClean record19 years registeredGOLDEN BAY ADVISORS LLC
14 ALDRIDGE ROAD, CHAPPAQUA, NY 10514CRD# 5316931Firm CRD# 166679

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Z Krusko · CHAPPAQUA, NY
Registration
CRD #5316931 · GOLDEN BAY ADVISORS LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

GOLDEN BAY ADVISORS LLC
Feb 2019 – present
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Sep 2011 – May 2013
SAN FRANCISCO, CA
ALLIANCEBERNSTEIN L.P.
Jul 2007 – Sep 2011
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 31
Series 66
Registration record
First registered · July 18, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOLDEN BAY ADVISORS LLC
CRD 166679 · SEC 801-78077
AUM
$140M
Regulatory assets under management
Employees
1
173 client accounts
Services offered by GOLDEN BAY ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GOLDEN BAY ADVISORS LLC →
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05

Frequently Asked Questions

What services does Matthew Z Krusko offer?
Matthew Z Krusko specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHAPPAQUA, New York for a consultation.
What are Matthew Z Krusko's credentials?
Matthew Z Krusko holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Z Krusko located?
Matthew Z Krusko is based in CHAPPAQUA, New York, working with GOLDEN BAY ADVISORS LLC. Their office serves clients in the CHAPPAQUA metropolitan area and surrounding communities.
How does Matthew Z Krusko charge for services?
Matthew Z Krusko's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDEN BAY ADVISORS LLC?
GOLDEN BAY ADVISORS LLC has approximately 1 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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