Matthew Naidorf has been an investment adviser representative at Income & Asset Advisory since July 2024, and is not listed among the firm’s executive officers or direct owners. Matthew Naidorf holds a Degree in Economics from Cornell University and an MBA from NYU Stern School of Business.
Income & Asset Advisory, Inc. is an Armonk, NY firm with $175M under management, 287 clients and 4 advisers across 2 offices, as of its August 2026 filing.
Matthew Naidorf is Financial Advisor of Income & Asset Advisory, Inc., based in Armonk, New York. He began his career in finance at Citibank, then joined Bank of Montreal's Equity Research team and later served as Director/Senior Associate of Equity Strategy at Oppenheimer & Co. He founded Copperhead Capital, LLC, worked as a financial advisor at Prudential for nearly six years, and joined Income & Asset Advisory in early 2024.
Matthew Naidorf’s longest registration was 4 years at Prudential Financial Planning Services (2019–2024). Before joining Income & Asset Advisory in 2024, Matthew Naidorf was registered through Prudential Financial Planning Services.
- – present · 2 yearsArmonk, NY · Adviser representative · Firm CRD 124955
- Prudential Financial Planning Services– · 4 yearsShelton, CT · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Matthew Naidorf is registered as an investment adviser representative in 2 states. Each was approved in July 2024.
- ConnecticutSince 29 July 2024
- New YorkSince 29 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 May 2019 |
| Series 7TO | General Securities Representative Examination | 2 April 2019 |
| SIE | Securities Industry Essentials Examination | 7 February 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 June 2013 |
| Series 7 | General Securities Representative Examination | 10 January 2013 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Scott Naidorf
- CRD
- 5858371
- Firm
- Income & Asset Advisory · CRD 124955
- Office
- 80 BUSINESS PARK DRIVE, SUITE 108, Armonk, NY 10504
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- theadvisory.com
Where does Matthew Naidorf work?
Matthew Naidorf is an investment adviser representative registered through Income & Asset Advisory, Inc. since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Naidorf a financial advisor?
Yes. Matthew Naidorf has a current investment-adviser registration in Connecticut and New York, through Income & Asset Advisory since July 2024.
How many years of experience does Matthew Naidorf have?
Matthew Naidorf has 8 years in the financial industry, since September 2018, across 2 adviser firms.
What exams has Matthew Naidorf passed?
Matthew Naidorf has passed 5 licensing exams: the Series 7, Series 63, SIE, Series 7TO and Series 66. The earliest, the Series 7, was passed in January 2013.
Where did Matthew Naidorf work before Income & Asset Advisory?
Before Income & Asset Advisory, Matthew Naidorf was registered through Prudential Financial Planning Services, July 2019 to February 2024.
Where is Matthew Naidorf based?
Matthew Naidorf’s registered office is in Armonk, NY.
Is Matthew Naidorf registered with FINRA?
Yes. Matthew Naidorf has a current broker registration, under CRD 5858371.
Source: FINRA BrokerCheck
How can I verify Matthew Naidorf’s record?
Search CRD 5858371 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Matthew Naidorf’s full registration record.
