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Andrew Thomas Cabrera

Matrix Private Wealth Management Inc.

Lake Success, NY

CRD 7901233

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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 2024-07-19
  • NY RA
    APPROVED
    Since 2024-07-19

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 08/2016 Present
Colonial Life Westfield NJ 06/2016 Present
Other Businesses

(1.) Licensed Insurance Agent, Colonial Life (New York & New Jersey); Life and Health Insurance Sales; 60 of hours per month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-29
  • S65 Uniform Investment Adviser Law Examination
    2016-06-29

View on SEC IAPD

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KLAUDIAN MOLOSIU
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J.P. MORGAN SECURITIES LLC · NEW HYDE PARK, NY
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