Matthew Kinzer

MARKIN ASSET MANAGEMENT, LP

Rye, NY

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CRD#: 5906731

Professional summary

Matthew Kinzer, who also goes by Matthew Karl Kinzer, is a registered financial advisor currently at MARKIN ASSET MANAGEMENT, LP located in Rye, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 56 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Karl Kinzer

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.

NOB: Markin Asset Management GP, LLC; POSITION: Managing Member; START DATE: 11/2019; 411 Theodore Fremd Ave. Rye NY 10580; Investment Related; DUTIES: Administrative; APPROX 1 hour per month 1; during trading hours 0;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Kinzer'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

August 30, 2021 - Present

MARKIN ASSET MANAGEMENT, LP

RIA

CRD#: 311719

Rye, NY

Past

May 28, 2014 - July 14, 2015

LPL FINANCIAL LLC

CRD#: 6413

CANTON, CT

Past

November 7, 2012 - March 7, 2014

LAIDLAW & COMPANY (UK) LTD.

CRD#: 119037

NEW YORK, NY

Past

April 25, 2011 - June 28, 2012

T3 TRADING GROUP, LLC

CRD#: 154431

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".

MARKIN ASSET MANAGEMENT, LP

CRD#: 311719 / SEC#: 801-119940

RIA

Registered Investment Advisory firm - (12/4/2020 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
(8/30/2021)

IAR

Texas
(7/13/2023)

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 65

Date: 9/13/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/15/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/14/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/6/2012

General Securities Representative Examination

General Industry/Product Exam

Series 56

Date: 9/16/2011

Proprietary Trader Qualification Examination

Current Firm

MARKIN ASSET MANAGEMENT, LP

CRD#: 311719 / SEC#: 801-119940

RIA

Registered Investment Advisory firm - (12/4/2020 Approved)

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Contact information

Main Address

Rye, NY

Mailing Address

411 Theodore Fremd Avenue Suite 206 South, Rye, NY 10580

Phone number

(914) 269-2338

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARKIN BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	370
AUM (Assets Under Management)	$ 120,341,630

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 Kinzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LPL FINANCIAL LLC

LAIDLAW & COMPANY (UK) LTD.

T3 TRADING GROUP, LLC

Primary Firm SEC Registration

MARKIN ASSET MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2019

Series 63

Date: 11/15/2012

SIE

Date: 7/14/2015

Series 7

Date: 11/6/2012

Series 56

Date: 9/16/2011

Current Firm

MARKIN ASSET MANAGEMENT, LP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARKIN ASSET MANAGEMENT, LP

TRUST BUT VERIFY

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