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Current Employers
Income & Asset Advisory, Inc.

80 Business Park Drive, Suite 108, Armonk, NY 10504 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-07-29
NY RA APPROVED 2024-07-29
  • CT RA
    APPROVED
    Since 2024-07-29
  • NY RA
    APPROVED
    Since 2024-07-29

Branch Locations

80 Business Park Drive, Suite 108, Armonk, NY 10504 • 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
Pruco Securities, Llc. Shelton CT 03/2019 02/2024
Copperhead Capital, Llc. New York NY 10/2013 03/2019
Baruch College - Division Of Continuing & Professional Studies New York NY 04/2017 03/2019
New York University- School Of Continuing & Professional Studies New York NY 06/2012 03/2019
Prudential Shelton CT 07/2019 01/2024
American Portfolios Financial Services, Inc Holbrook NY 06/2024 10/2024
Income & Asset Advisory Armonk NY 04/2024 Present
Income & Asset Advisory, Inc. Armonk NY 07/2024 Present
Osaic Wealth Inc. Scottsdale AZ 10/2024 01/2026
Osaic Wealth Inc. Scottsdale AZ 01/2026 Present
  • 03/2019 → 02/2024
    Shelton, CT
  • 10/2013 → 03/2019
    Copperhead Capital, Llc.
    New York, NY
  • 04/2017 → 03/2019
    Baruch College - Division Of Continuing & Professional Studies
    New York, NY
  • 06/2012 → 03/2019
    New York University- School Of Continuing & Professional Studies
    New York, NY
  • 07/2019 → 01/2024
    Prudential
    Shelton, CT
  • 06/2024 → 10/2024
    American Portfolios Financial Services, Inc
    Holbrook, NY
  • 04/2024 → Present
    Income & Asset Advisory
    Armonk, NY
  • 07/2024 → Present
    Armonk, NY
  • 10/2024 → 01/2026
    Osaic Wealth Inc.
    Scottsdale, AZ
  • 01/2026 → Present
    Osaic Wealth Inc.
    Scottsdale, AZ
Previous Registrations
Other Businesses

1. LUDLOWS COCKTAIL COMPANY, LLC POSITION: Passive Investor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2013 ADDRESS: 351 1/2 N Gardner Street, Los Angeles CA 90036, United States DESCRIPTION: Nothing. I do nothing. 2) INCOME & ASSET ADVISORY INC POSITION: Adviser NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 90 START DATE: 06/03/2025 ADDRESS: 80 Business Park Drive, Suite 108, Armonk NY 10504, United States DESCRIPTION: Financial advisory services. 3) Mr. Naidorf is Registered Assistant of Osaic Wealth, Inc.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-07
S63 Uniform Securities Agent State Law Examination 2013-06-12
  • S66 Uniform Combined State Law Examination
    2019-05-07
  • S63 Uniform Securities Agent State Law Examination
    2013-06-12
Other Names
  • Matthew Scott Naidorf
  • Matthew Naidorf

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