Matthew Rosen, financial advisor Maitland FL
93 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 Maitland, FL and has over 5 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 2
Hyperion Capital Advisors, LLC Winter Park, FL Jul 2013 - Current 4
Hyperion Capital Partners, LLC Winter Park, FL Jun 2013 - Current 4
Sandlapper Securities, LLC Greenville, SC Sep 2016 - Apr 2017 < 1
Jp Turner & Company, Llc Dba Hyperion Global Wealth Management Orlando, FL Jan 2012 - Oct 2015 3
Rollins College Winter Park, FL Aug 2010 - Feb 2013 2
Dewitt Law Firm Pa Orlando, FL Jul 2007 - Jan 2012 4
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
    30
    MILLIONS
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $306,122
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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