Matthew S Shapiro

Platform Technology Partners

16 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Platform Technology Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

771 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

135 Crossways Park Drive, Suite 404, Woodbury, NY, 11797

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History

Regulatory History (1)

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Customer Dispute

March 2022

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Platform Technology Partners

April 2020 - Present · 5 yrs 10 mos

Previous Registrations

Sanford C. Bernstein & CO., LLC

March 2013 - March 2013 · 0 mos

Alliancebernstein L.P.

November 2011 - July 2019 · 7 yrs 8 mos

Sanford C. Bernstein & CO., LLCBroker

December 2008 - July 2019 · 10 yrs 7 mos

State Registrations2 states

NJNY

Advisor

Exams

No exam information available for this advisor.