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Matthew Palusak

Investment Adviser Representative at &PARTNERS

Florham Park, NJCRD #3100596Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
33 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 33 states
ArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaKentuckyMarylandMassachusettsMichiganMissouriNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOhioOregonPennsylvaniaSouth CarolinaTennesseeTexasVermontVirginiaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/27/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 12/26/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 55
Limited Representative-Equity Trader Exam
Passed 1/25/2001
Series 7
General Securities Representative Examination
Passed 6/5/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

&Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

&PARTNERSCurrent
11/4/2025Florham Park, NJ
WELLS FARGO ADVISORS
11/28/201711/12/2025Florham Park, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
12/22/201111/29/2017Florham Park, NJ
WELLS FARGO ADVISORS, LLC
11/5/200312/1/2011Summit, NJ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Palusak has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Matthew Palusak - Financial Advisor in Florham Park, NJ | AdvisorFinder