Matrix Private Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$10,915,443
Clients
40
Advisors
2
of 2 employees
About
Matrix Private Wealth Management serves individual clients—including high net worth individuals—along with charitable organizations and other businesses, offering discretionary and non‑discretionary portfolio management, the selection and monitoring of third‑party money managers, and referrals for employer‑sponsored retirement plans. The firm primarily advises on mutual funds and exchange‑traded funds and constructs accounts using customized and model‑based allocations.
The firm generally relies on model portfolios and outside money managers rather than performing in‑house quantitative or qualitative analysis of individual securities, and its stated methods include modern portfolio theory as well as technical, fundamental, and cyclical analysis applied across both long‑ and short‑term strategies. Accounts are monitored on an ongoing basis with periodic rebalancing, and the brochure notes that tax efficiency is not a primary consideration unless agreed in writing.
A noteworthy aspect of the firm is its affiliation with insurance activities: its advisors are separately licensed insurance agents who may sell insurance products and earn commission‑based compensation that is separate from advisory fees, a practice the brochure discloses as a potential conflict of interest. The firm also discloses that it accepts ongoing referral compensation from certain third‑party money managers for employer plan referrals and, more broadly, depends on external managers and model strategies while operating with a small advisory team.
Client services
Expertise
Fee options
0.50% to 1.50% annually, negotiable
Main office
1979 Marcus Avenue, Suite 210
Lake Success NY 11042
Advisors at this office
2
Most active in
New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Andrew C
Series 65
Lake Success, NY
Matrix Private Wealth Management Inc.
Andrew Cabrera is a financial advisor with Matrix Private Wealth Management Inc. He holds a Series 65 designation and has two years of industry experience. Cabrera has been with Matrix Private Wealth Management and Colonial Life for ten years each. In addition to advising, he is a licensed insurance agent involved in life and health insurance sales in New York and New Jersey. Matrix Private Wealth Management serves individual clients, high net worth individuals, charitable organizations, and businesses. The firm offers portfolio management, third-party money manager selection, and retirement plan referrals, primarily using model portfolios and outside managers with investment approaches grounded in modern portfolio theory and various analytical methods.
Mahatir S
Series 65
Lake Success, NY
Matrix Private Wealth Management Inc.
Mahatir Sikder is a financial advisor at Matrix Private Wealth Management Inc. with nine years of industry experience. He holds a Series 65 designation and has been with Matrix Private Wealth Management since 2015. Matrix Private Wealth Management serves individual clients, including high-net-worth individuals, charitable organizations, and businesses by providing discretionary and non-discretionary portfolio management, model portfolio placement, and referrals to third-party money managers. The firm advises primarily on mutual funds and ETFs, customizing allocations based on clients’ objectives and risk tolerance, and employs a range of investment methods including technical and fundamental analysis as well as Modern Portfolio Theory.
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