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MS

Matthew E. Shatz

MURIEL SIEBERT & CO.
New York, NY 10282
Some features on this profile are disabled
CRD#: 2814083
MS

Professional summary


Matthew Eric Shatz is a registered financial professional currently at MURIEL SIEBERT & CO., LLC located in New York, New York.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 1997. Matthew has worked at 14 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Matthew Eric Shatz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 27, 2022 - Present

MURIEL SIEBERT & CO., LLC

Office #1: 300 Vesey Street Suite 501, New York, NY 10282
BD
CRD#: 5376
New York, NY
Past

November 15, 2019 - January 29, 2021

PRECISION SECURITIES, LLC

BD
CRD#: 103976
DEL MAR, CA
Past

October 6, 2017 - October 3, 2019

ELECTRONIC TRANSACTION CLEARING, INC.

BD
CRD#: 146122
New York, NY
Past

June 18, 2013 - September 29, 2017

SAGETRADER, LLC

BD
CRD#: 137862
NEW YORK, NY
Past

August 3, 2012 - May 22, 2013

MAREX CAPITAL MARKETS INC.

BD
CRD#: 161014
NEW YORK, NY
Past

January 12, 2010 - December 12, 2011

MF GLOBAL INC.

BD
CRD#: 6731
NEW YORK, NY
Past

January 1, 2007 - January 12, 2010

NEWEDGE USA, LLC

BD
CRD#: 36118
NEW YORK, NY
Past

October 17, 2006 - January 2, 2007

FIMAT PREFERRED LLC

BD
CRD#: 135680
NEW YORK, NY
Past

July 26, 2005 - October 27, 2006

CYBERTRADER, INC.

BD
CRD#: 44523
AUSTIN, TX
Past

November 26, 2003 - June 16, 2005

LIGHTSPEED PROFESSIONAL TRADING LLC

BD
CRD#: 39293
NEW YORK, NY
Past

December 17, 1998 - December 1, 2003

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

February 24, 1998 - December 4, 1998

ON-SITE TRADING, INC.

BD
CRD#: 30271
GREAT NECK, NY
Past

August 21, 1997 - December 17, 1997

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

April 16, 1997 - July 23, 1997

ARGENT SECURITIES, INC.

BD
CRD#: 15297
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(10/27/2022)
RR
Florida
(10/27/2022)
RR
New Jersey
(10/27/2022)
RR
New York
(10/27/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 4/17/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


MS
MURIEL SIEBERT & CO., LLC
MURIEL SIEBERT & CO., INC. | MURIEL SIEBERT & CO., LLC

CRD#: 5376 / SEC#: , 8-14900

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
300 Vesey Street 5th Floor, New York, NY, 10282
Mailing Address
653 Collins Avenue, Miami Beach, FL 33139
Phone number
(800) 872-0444
Established
Delaware since 01/01/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIEBERT FINANCIAL CORPORATIONPARENT COMPANY
BENDER, KYLE ROBERTREGISTERED OPTIONS AND SECURITIES FUTURES PRINCIPAL ("ROSFP")2287329
BONO, RONALD ROSSCUSTOMER RELATIONSHIP OFFFICER1247269
COLOMBINO, MICHAEL JONATHANCHIEF FINANCIAL OFFICER/BOARD MEMBER4871852
GEBBIA, GLORIA ESTELLEBOARD MEMBER2126152
GEBBIA, JOHN MICHAELCO-CEO/BOARD MEMBER1866455
GEBBIA, RICHARD SALCO-CEO/BOARD MEMBER2348552
REICH, ANDREW HENRYBOARD MEMBER1966909
SCHEBECE, GREGORY CHARLESCHIEF INFORMATION OFFICER1498632
SCUTERI, FREDRICK PAULCHIEF OPERATING OFFICER2623915
SOSNOWSKI, PETER JAMESNATIONAL SALES MANAGER1540143
VILLELLA, BARBARA DUNNECCO/AMLCO1719722

Disclosures


Regulatory Event6
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MURIEL SIEBERT & CO., LLC

CRD#: 5376New York, NY 10282

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