Morgan Stanley
46yrs
Top advisor by experience in Melville
31yrs
Based in Melville, New York, Matthew Kroin is a financial advisor with 31 years of industry experience. Matthew has been with UBS Financial Services since 2011. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience31 years (since 1995)
How that compares ?Top 14% by experience nationwide
Office58 South Service Road Suite 310, Melville, NY 11747
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2011 – nowUBS Financial Services Inc.Current firm
Contact Matthew
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Matthew. 58 South Service Road Suite 310Melville, NY 11747Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call UBS Financial Services at (201) 352-3000 and ask for Matthew Kroin. Matthew works from the Melville, NY office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 1995, about 31 years. Top 14% by experience nationwide.
What licenses does Matthew hold?
Series 63. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Matthew paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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