Laura Mattia (CRD# 4525025) is an Investment Advisor Representative working at Atlas Fiduciary Financial, LLC in Sarasota, FL and has over 21 years of experience in the finance industry. Laura Mattia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Fiduciary Financial, LLC | Sarasota, FL | Jul 2020 - Current | 3 |
| Stonegate Wealth Management, LLC | Oakland, NJ | Apr 2018 - Jun 2020 | 2 |
| University Of South Florida | Tampa, FL | Nov 2016 - Apr 2018 | 1 |
| Cumberland Advisors | Sarasota, FL | Dec 2016 - Nov 2017 | < 1 |
| A New Approach Financial Planning | Sarasota, FL | Feb 2016 - Dec 2016 | < 1 |
| The Baron Financial Group LLC | Fair Lawn, NJ | Apr 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- FL
-
Total Assets Under Management231MILLIONS
-
Total Number of Accounts535ACCOUNTS
-
Average Account Value$432,220
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, NH, NJ, NY
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