Matthew Z. Krusko

GOLDEN BAY ADVISORS LLC

CHAPPAQUA, NY

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CRD#: 5316931

Professional summary

Matthew Z Krusko, CFA, CFP® is a registered financial advisor currently at GOLDEN BAY ADVISORS LLC located in Chappaqua, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 5 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Matthew Z Krusko'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

February 13, 2019 - Present

GOLDEN BAY ADVISORS LLC

RIA

CRD#: 166679

CHAPPAQUA, NY

Past

September 22, 2011 - May 3, 2013

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA

CRD#: 108559

SAN FRANCISCO, CA

Past

September 8, 2011 - May 3, 2013

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

NEW YORK, NY

Past

July 18, 2007 - September 15, 2011

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

NEW YORK, NY

Past

July 4, 2007 - September 15, 2011

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GOLDEN BAY ADVISORS LLC

CRD#: 166679 / SEC#: 801-78077

RIA

Registered Investment Advisory firm - (5/31/2013 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(12/1/2021)

IAR

Texas
(2/13/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/17/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 7/20/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/3/2007

General Securities Representative Examination

Current Firm

GOLDEN BAY ADVISORS LLC

CRD#: 166679 / SEC#: 801-78077

RIA

Registered Investment Advisory firm - (5/31/2013 Approved)

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Contact information

Main Address

Chappaqua, NY

Mailing Address

Phone number

(914) 215-0194

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/26/2025)

Regulatory assets under management

Total Number of Accounts	174
AUM (Assets Under Management)	$ 156,031,401

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.

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Matthew Z. Krusko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Z Krusko's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

Primary Firm SEC Registration

GOLDEN BAY ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2007

Series 31

Date: 7/20/2007

Series 7

Date: 7/3/2007

Current Firm

GOLDEN BAY ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOLDEN BAY ADVISORS LLC

TRUST BUT VERIFY

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