MS

Mahatir S. Sikder

MATRIX PRIVATE WEALTH MANAGEMENT
Lake Success, NY 11042
Some features on this profile are disabled
CRD#: 5851052
MS

Professional summary


Mahatir Salam Sikder, who also goes by Mahatir Sikder, is a registered financial advisor currently at MATRIX PRIVATE WEALTH MANAGEMENT INC. located in Lake Success, New York.

Mahatir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mahatir has worked at 2 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mahatir Sikder

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.

CRS (Client Relationship Summary) - RIA


Click below to view Mahatir Salam Sikder's 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

July 29, 2016 - Present

MATRIX PRIVATE WEALTH MANAGEMENT INC.

Office #1: 1979 Marcus Avenue Suite 210, Lake Success, NY 11042
RIA
CRD#: 281197
Lake Success, NY
Past

May 6, 2011 - October 27, 2011

COASTAL TRADE SECURITIES, LLC

BD
CRD#: 148246
SHORT HILLS, NJ

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
(5/17/2024)
IAR
Texas
(7/29/2016)

Exams


State Security Law Exam

Current Firm


MP
MATRIX PRIVATE WEALTH MANAGEMENT INC.
MATRIX PRIVATE WEALTH MANAGEMENT INC.

CRD#: 281197 / SEC#:

New York
Registered Investment Advisory firm - (9/30/2015 Approved)
Texas
Registered Investment Advisory firm - (7/29/2016 Approved)
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Contact information


Main Address
1979 Marcus Avenue Suite 210, Lake Success, NY 11042
Mailing Address
Phone number
(516) 506-7272
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts49
AUM (Assets Under Management)$ 17,118,944

Red Flags


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Company Information


MATRIX PRIVATE WEALTH MANAGEMENT INC.

CRD#: 281197Lake Success, NY 11042

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