Alfred Matarazzo (CRD# 2232383) is an Investment Advisor Representative working at Main Line Retirement Advisors, LLC in Whitefish, MT and has over 31 years of experience in the finance industry.
CRD# 4005957
Ip Financial Advisory Services LLC
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Main Line Retirement Advisors, LLC | Radnor, PA | Sep 2016 - Current | 7 |
| Csenge Advisory Group | Clearwater, FL | Sep 2016 - Dec 2018 | 2 |
| Fsc Securities Corporation | Pottstown, PA | Apr 1992 - Aug 2018 | 26 |
| Main Line Financial Advisors LLC | Pottstown, PA | Jun 1988 - Dec 2017 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1992 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- MT
- NJ
- PA
- TX
-
Total Assets Under Management357MILLIONS
-
Total Number of Accounts531ACCOUNTS
-
Average Account Value$672,926
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MT, NH, NJ, PA, TX
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