Unclaimed Profile

Steven Pisarkiewicz

MATRIX ASSET ADVISORS INC·WHITE PLAINS, New York

SIE, Series 3, Series 7, Series 8, Series 63, Series 65, Series 66Clean record18 years registeredMATRIX ASSET ADVISORS INC

10 BANK STREET, WHITE PLAINS, NY 10606CRD# 2018431Firm CRD# 107408

Profile Verification

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

Identity

Steven Pisarkiewicz · WHITE PLAINS, NY

Registration

CRD #2018431 · MATRIX ASSET ADVISORS INC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MATRIX ASSET ADVISORS INC

ALLIANCEBERNSTEIN L.P.

Aug 2007 – Dec 2008

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 63

Series 65

Series 66

Registration record

First registered · August 27, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MATRIX ASSET ADVISORS INC

CRD 107408 · SEC 801-36872

AUM

$1.0B

Regulatory assets under management

Employees

606 client accounts

Services offered by MATRIX ASSET ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at MATRIX ASSET ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Steven Pisarkiewicz offer?

Steven Pisarkiewicz specializes in Financial Planning, Investment Management, Wealth Management.

What are Steven Pisarkiewicz's credentials?

Steven Pisarkiewicz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Pisarkiewicz located?

Steven Pisarkiewicz is based in WHITE PLAINS, New York, last registered with MATRIX ASSET ADVISORS INC.

How does Steven Pisarkiewicz charge for services?

Steven Pisarkiewicz's firm is compensated through percentage of aum, subscription fees, other: pension consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATRIX ASSET ADVISORS INC?

MATRIX ASSET ADVISORS INC has approximately 12 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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