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Mahatir Salam Sikder

Matrix Private Wealth Management Inc.

Lake Success, NY

CRD 5851052

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Employer firm

Matrix Private Wealth Management Inc. CRD 281197

$17.1M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Matrix Private Wealth Management Inc.

1979 Marcus Avenue Suite 210, Lake Success, NY 11042 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-05-17
TX RA APPROVED 2016-07-29
  • NY RA
    APPROVED
    Since 2024-05-17
  • TX RA
    APPROVED
    Since 2016-07-29

Branch Locations

1979 Marcus Avenue Suite 210, Lake Success, NY 11042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matrix Private Wealth Management Inc. Lake Success NY 07/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-16
  • S65 Uniform Investment Adviser Law Examination
    2015-07-16
Other Names
  • Mahatir Sikder

View on SEC IAPD

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