Matthew J. Makowski

IBIS CAPITAL MANAGEMENT

BUFFALO, NY 14202-7553

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CRD#: 6611262

Professional summary

Matthew Joseph Makowski is a registered financial advisor currently at IBIS CAPITAL MANAGEMENT, LLC located in Buffalo, New York.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 1 firm and has passed the Series 65 exam.

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.

I am an attorney at law and the managing member of Matthew J. Makowski, PLLC. Matthew J. Makowski, PLLC filed Articles of Organization with the New York State Secretary of State in September 2012. The business is a law firm and is not investment related. I spend roughly 10-15 hours monthly practicing law and roughly 1-2 hours weekly practicing law during securities trading hours. The address is 448 Delaware Avenue, Buffalo, New York 14202.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Makowski'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

November 16, 2021 - Present

IBIS CAPITAL MANAGEMENT, LLC

Office #1: 448 Delaware Avenue, Buffalo, NY 14202-7553

RIA

CRD#: 282069

BUFFALO, NY

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

Florida
(1/17/2023)

IAR

New York
(11/16/2021)

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: 10/19/2015

Uniform Investment Adviser Law Examination

Current Firm

IBIS CAPITAL MANAGEMENT, LLC

IBIS CAPITAL MANAGEMENT, LLC | MAKOWSKI, MATTHEW JOSEPH

CRD#: 282069 / SEC#:

Florida

Registered Investment Advisory firm - (1/17/2023 Approved)

New York

Registered Investment Advisory firm - (2/29/2016 Approved)

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Contact information

Main Address

448 Delaware Avenue, Buffalo, NY 14202-7553

Mailing Address

Phone number

(716) 939-3005

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	112
AUM (Assets Under Management)	$ 30,359,486

Red Flags

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

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Matthew J. Makowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

IBIS CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/19/2015

Current Firm

IBIS CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IBIS CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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