Matthew H. Kolakowski
Professional summary
Matthew Henry Kolakowski, CFP®, who also goes by Matthew Kolakowski, is a registered financial advisor currently at LNW located in New York, New York and LNW located in New York, New York.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Henry Kolakowski's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
September 15, 2023 - Present
LNW
Office #1: One Rockefeller Plaza, Suite 2610, New York, NY 10020January 14, 2025 - Present
LNW
Office #1: One Rockefeller Plaza Suite 2610, New York, NY 10020July 10, 2015 - September 28, 2015
MSI FINANCIAL SERVICES, INC.
January 28, 2015 - September 28, 2015
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
LNW
CRD#: 107341 / SEC#: 801-36445
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/15/2023)
(9/15/2023)
(1/14/2025)
Exams
Current Firm
LNW
CRD#: 107341 / SEC#: 801-36445
Contact information
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,068 |
| AUM (Assets Under Management) | $ 12,230,221,045 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/20/2024 | ||
| 01/25/2024 | ||
| 02/24/2023 |
Red Flags
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