Unclaimed Profile

Howard Materetsky

MATERETSKY FINANCIAL GROUP, INC.·BOYNTON BEACH, Florida

Series 6, Series 65, Series 63MATERETSKY FINANCIAL GROUP, INC.

2240 WOOLBRIGHT ROAD, BOYNTON BEACH, FL 33426CRD# 1003610Firm CRD# 292353

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Howard Materetsky · BOYNTON BEACH, FL

Registration

CRD #1003610 · MATERETSKY FINANCIAL GROUP, INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Howard Materetsky is a registered financial advisor based in BOYNTON BEACH, Florida, affiliated with MATERETSKY FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MATERETSKY FINANCIAL GROUP, INC.

MATERETSKY FINANCIAL GROUP

AUM

$524M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MATERETSKY FINANCIAL GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1003610

Firm CRD# 292353

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Howard Materetsky offer?

Howard Materetsky specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BOYNTON BEACH, Florida for a consultation.

What are Howard Materetsky's credentials?

Howard Materetsky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard Materetsky located?

Howard Materetsky is based in BOYNTON BEACH, Florida, working with MATERETSKY FINANCIAL GROUP, INC.. Their office serves clients in the BOYNTON BEACH metropolitan area and surrounding communities.

How does Howard Materetsky charge for services?

Howard Materetsky's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MATERETSKY FINANCIAL GROUP, INC.?

MATERETSKY FINANCIAL GROUP, INC. has approximately 8 employees and manages $524M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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