Matthew Allain is a registered investment advisor, based in Edison, NJ, with 24 years of industry experience.
Location
379 Thornall Street, Floor 9-Suite 9, Edison, NJ, 08837
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew holds an active insurance license and is a licensed member of Minimize Risk, LLC, a New Jersey-based insurance agency. He is also a board member of Capflow Funding Group Managers, LLC, dedicating minimal time to this role.
Employment History
Current Registrations
Leo Brokerage, LLCBroker
Leo Wealth, LLC
Leo Fund Services, LLC
Previous Registrations
Olden Lane Securities, LLCBroker
Senahill Securities, LLCBroker
Fcg Advisors, LLCBroker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations2 states
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