Materetsky Financial Group

Materetsky Financial Group (CRD# 292353) is a financial advisory firm headquartered in Boynton Beach, FL. They manage $523,519,976 in 1,920 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
2240 Woolbright Road, Suite 354, Boynton Beach, FL 33426
http://www.materetsky.com/
By the Numbers
  • Total Assets Under Management
    524
    MILLION
  • Total Number of Accounts
    1,920
    ACCOUNTS
  • Average Account Value
    $272,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, MA, MD, NC, NE, NH, NJ, NV, NY, PA, SC, VA

Financial Advisors at Materetsky Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
Joseph Carpenito, financial advisor Boynton Beach FL
Joseph R. Carpenito
CRD#: 6228129
2240 Woolbright Road, Suite 354, Boynton Beach, FL 33426

Joseph Carpenito (CRD# 6228129) is an Investment Advisor Representative working at Materetsky Financial Group in Boynton Beach, FL and has over 10 years of experience in the finance industry.

2
Ira Materetsky, financial advisor Boynton Beach FL
Ira S. Materetsky
CRD#: 2749161
2240 Woolbright Road, Suite 354, Boynton Beach, FL 33426

Ira Materetsky (CRD# 2749161) is an Investment Advisor Representative working at Materetsky Financial Group in Boynton Beach, FL and has over 27 years of experience in the finance industry.

3
Matthew Welsh, financial advisor Boynton Beach FL
Matthew J. Welsh
CRD#: 5932439
2240 Woolbright Road, Suite 354, Boynton Beach, FL 33426

Matthew Welsh (CRD# 5932439) is an Investment Advisor Representative working at Materetsky Financial Group in Boynton Beach, FL and has over 11 years of experience in the finance industry.

4
Michael Wright, financial advisor Boynton Beach FL
Michael D. Wright
CRD#: 1579617
2240 Woolbright Road, Suite 354, Boynton Beach, FL 33426

Michael Wright (CRD# 1579617) is an Investment Advisor Representative working at Materetsky Financial Group in Boynton Beach, FL and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals