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 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Hyperion Wealth Management, LLC||Winter Park, FL||Aug 2015 - Current||2|
|Hyperion Capital Advisors, LLC||Winter Park, FL||Jul 2013 - Current||4|
|Hyperion Capital Partners, LLC||Winter Park, FL||Jun 2013 - Current||4|
|Jp Turner & Company, Llc Dba Hyperion Global Wealth Management||Orlando, FL||Jan 2012 - Current||6|
|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