Osaic Wealth
42yrs
Top advisor by experience in Tarrytown
12yrs
Matthew Carty
Financial advisor at Edward Jones
Matthew Carty is a fiduciary financial advisor in Tarrytown, New York, with 12 years in the industry. Matthew joined Edward Jones in 2014, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 109 advisors with offices in Tarrytown, and one of 87 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 57% of advisors at Edward Jones
Office505 White Plains Rd Suite 212, Tarrytown, NY 10591
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 66Uniform Combined State Law Examination
Career
- 2014 – nowEdward JonesCurrent firm
Contact Matthew
Local office(914) 631-0535Ask for Matthew. (314) 515-2000Main office · St. Louis, MO 505 White Plains Rd Suite 212Tarrytown, NY 10591Office · Get directions
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- 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 Matthew’s local office at (914) 631-0535 or the Edward Jones main office at (314) 515-2000, and ask for Matthew Carty.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2014, about 12 years. More experience than 57% of advisors at Edward Jones.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, 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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