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M&T Securities, Inc.

M&T Securities, Inc.
M&T Securities, Inc. is a Broker-Dealer with over 1,437 financial professionals registered nationwide. The firm's primary clients are Individuals, Corporations or Other Businesses and High Net Worth Individuals.

Advisors (1,437)

Name Start Date
Kay Eileen Wertz Apr 2006
Jillian Jessica Pirro Dec 2003
Krisztina Furst Nov 2013
James Bernard Crouse Aug 2007
Sherrill Anne Picarel Sep 2005
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

Not Available
Total Assets
Not Available
Accounts
Not Available
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

  •   Manufacturers & Traders Trust Company (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

Name Title Tenure Date
Richard Adam Shatzkin Director / Municipal Bond Principal 05/01/2007
Marie King Corporate Secretary 09/01/1997
Maureen Ann Sullivan General Counsel 01/01/1997
Rene Francis Jones Director 08/01/2005
Carl William Jordan Sr. Vice President / Director 05/01/2007

Affiliated Investment Advisors and Broker Dealers

Name Type Total Assets
Camden Partners Holdings, LLC IAR $303,099,474
Camden Private Capital IAR $205,657,595
Cramer Rosenthal Mcglynn LLC IAR $10,363,161,041
M&T Bank Corporation
Mar Vista Investment Partners, LLC IAR $1,717,555,814
Roxbury Capital Management LLC IAR $594,449,052
Wilmington Funds Management Corporation IAR $13,268,902,517
Wilmington Trust Corporation
Wilmington Trust Investment Advisors, Inc. IAR $22,326,148,704
Wilmington Trust Investment Management IAR $1,013,187,912

Principal Office & Place of Business

Principal Office

Address:
285 Delaware Avenue
Buffalo , NY 14202
Phone Number: 716-651-4783
Other Offices Address City State Zip
285 Delaware Avenue Buffalo NY 14202
285 Delaware Ave.Suite 2000 Buffalo NY 14202

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Other: PAID PERCENT OF WRAP FEE RECEIVED BY MANAGERS FROM CLIENTS