Matthew Eric Platnico

Millennial Advisers, LLC.

34 Years of Experience

7 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Millennial Advisers, LLC.

Compensation

Fee-Only (AUM)

Firm Size

12 advisors

Number of Clients

297 clients

Average Client Portfolio

$198K average

Assets Under Management

$58.7M

Fee Structure

Financial Planning:Investment management only

Location

Three World Financial, 200 Vesey Street 24th Floor, New York, NY, 10281

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History

Regulatory History (7)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2024

Pending

Regulatory

May 2023

Final

Customer Dispute

December 2022

Settled

Customer Dispute

March 2021

Settled

Customer Dispute

July 2020

Settled

Customer Dispute

February 2019

Settled

Customer Dispute

February 2019

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Matthew works as an agent for Healthcare Solutions Team since February 2021. This activity is performed as needed outside of working hours and is not investment-related.