Matthew Rosen, financial advisor Winter Park FL
90 score

Matthew Rosen

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Matthew A. Rosen
Phone Number: (407) 935-1040
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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