Matthew Puflea, financial advisor Solon OH

Matthew Puflea

CRD Number: 2366341
Current Firm: Raymond James Financial Services Advisors, Inc.

Matthew Puflea (CRD# 2366341) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Solon, OH and has over 30 years of experience in the finance industry. Matthew Puflea 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.

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Professional Designations
Company Name Location Dates Years
Solon Investment Services, Inc. Solon, OH Oct 2014 - Current 9
Solon Investment Services Solon, OH Jul 2012 - Current 11
Solon Road Partners LLC Solon, OH Jun 2012 - Current 11
Raymond James Financial Services Solon, OH Jan 2012 - Current 12
Raymond James Financial Services Advisors Inc. Solon, OH Jan 2012 - Current 12
Columbus Life Solon, OH Oct 2014 - Aug 2017 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
Contact Info for Matthew J. Puflea
Phone Number: 727-567-3020
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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