Matthew Allan Lasker
Investment adviser representative at Wingate Wealth Advisors, Inc.
27 yearsExperience
2 statesRegistered in
$1.4BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Wingate Wealth Advisors, Inc.Sep 2004 to now
- Wingate Capital CorporationJan 1999 to now
- Wingate Financial Group, Inc.Jan 1999 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Wingate Wealth Advisors, Inc.
$1.4BAssets managed
649Clients
15Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4416523
- Firm CRD
- 105012