AdvisorOS Directory
Claim Profile
Unclaimed Profile
MM

Matthew Justin Malgari

L2 ASSET MANAGEMENT, LLC·ROCHESTER, New York
Clean recordL2 ASSET MANAGEMENT, LLC
510 CLINTON SQUARE, ROCHESTER, NY 14604CRD# 2517985Firm CRD# 172688

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Justin Malgari · ROCHESTER, NY
Registration
CRD #2517985 · L2 ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Justin Malgari is a registered financial advisor based in ROCHESTER, New York, affiliated with L2 ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
L2 ASSET MANAGEMENT, LLC
L2 ASSET MANAGEMENT, LLC
AUM
$473M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at L2 ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2517985
Firm CRD# 172688
View on FINRA BrokerCheck →

Looking for a financial advisor in ROCHESTER?

Browse all registered financial advisors in ROCHESTER, New York or claim this profile if it's yours.

Browse ROCHESTER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Matthew Justin Malgari offer?
Matthew Justin Malgari specializes in Investment Management, Retirement Planning. Contact their office in ROCHESTER, New York for a consultation.
What are Matthew Justin Malgari's credentials?
Matthew Justin Malgari is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Justin Malgari located?
Matthew Justin Malgari is based in ROCHESTER, New York, working with L2 ASSET MANAGEMENT, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Matthew Justin Malgari charge for services?
Matthew Justin Malgari's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is L2 ASSET MANAGEMENT, LLC?
L2 ASSET MANAGEMENT, LLC has approximately 6 employees and manages $473M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at L2 ASSET MANAGEMENT, LLC

Nathan Haynes Przybylo
ROCHESTER, NY
Sanjeev Bhojraj
ROCHESTER, NY
Jennifer Lee Sheldon
ROCHESTER, NY

More Advisors in ROCHESTER, New York

Brian Patrick Costello
THE WATERFORD GROUP, LLC·ROCHESTER, NY
Zachary Richard Erskine
SENECA FINANCIAL ADVISORS LLC·ROCHESTER, NY
Jared Foster Holly
SAGE, RUTTY & CO., INC.·ROCHESTER, NY
Adam Henry Brunner
NIXON PEABODY FINANCIAL ADVISORS LLC·ROCHESTER, NY
Austin James Gilbert
GILBERT FINANCIAL, LLC·ROCHESTER, NY
Gary Stuart Mink
HR BENEFIT ADVISORS, LTD.·ROCHESTER, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)WHITE PLAINS (203)SYRACUSE (160)PURCHASE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)PITTSFORD (112)
City Guides
NEW YORK GuideWHITE PLAINS GuideSYRACUSE GuidePURCHASE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile