Matthew Sczurek
Matthew Sczurek is a CFP-designated registered investment advisor at Armstrong Advisory Group INC., based in Wallingford, CT, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,494 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Effective October 1, 2024, AAG excludes Swept Cash assets from its calculation of the Management Fee.
Fee Estimator
Location
1062 Barnes Road, Suite 209, Wallingford, CT, 06492
Get directionsHistory
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 is a musician participating in piano concerts since 2005, dedicating minimal time. He is also the Director of Music at East Granby Congregational Church and a licensed insurance agent/producer, spending minimal time on insurance sales.
Employment History
Current Registrations
Armstrong Advisory Group INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
New England Capital Financial Advisors LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.