Matthew Scott Naidorf
Investment adviser representative at Income & Asset Advisory, Inc.
14 yearsExperience
2 statesRegistered in
$174.8MFirm assets
17 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Osaic Wealth Inc.Oct 2024 to now
- Income & Asset Advisory, Inc.Apr 2024 to now
- American Portfolios Financial Services, IncJun 2024 to Oct 2024
- PrudentialJul 2019 to Jan 2024
- Pruco Securities, LLC.Mar 2019 to Feb 2024
- Baruch College - Division of Continuing & Professional StudiesApr 2017 to Mar 2019
- Copperhead Capital, LLC.Oct 2013 to Mar 2019
- New York University- School of Continuing & Professional StudiesJun 2012 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Income & Asset Advisory, Inc.
$174.8MAssets managed
287Clients
4Advisers
17 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
- 5858371
- Firm CRD
- 124955