Matthew RosenCRD Number: 6020989
Current Firm: Hyperion Wealth Management, LLC
Matthew Rosen (CRD# 6020989) is an Investment Advisor Representative working at Hyperion Wealth Management, LLC in Winter Park, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Hyperion Wealth Management, LLC||Winter Park, FL||Aug 2015 - Current||1|
|Hyperion Capital Advisors, LLC||Winter Park, FL||Jul 2013 - Current||3|
|Hyperion Capital Partners, LLC||Winter Park, FL||Jun 2013 - Current||3|
|Jp Turner & Company, Llc Dba Hyperion Global Wealth Management||Orlando, FL||Jan 2012 - Current||4|
|Rollins College||Winter Park, FL||Aug 2010 - Feb 2013||2|
|Dewitt Law Firm Pa||Orlando, FL||Jul 2007 - Jan 2012||4|
|Winter Park High School||Winter Park, FL||May 2003 - Aug 2009||6|
|University Of Florida||Gainsville, FL||Aug 2007 - May 2008||< 1|
|Polo Ralph Lauren||Orlando, FL||May 2007 - Jul 2007||< 1|
|Turnberry Associates||Orlando, FL||Feb 2005 - Jul 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management30MILLIONS
Total Number of Accounts110ACCOUNTS
Average Account Value$272,727
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.