Unclaimed Profile

Howard Materetsky

MATERETSKY FINANCIAL GROUP, INC.·BOYNTON BEACH, Florida

SIE, Series 6, Series 63, Series 659 years registeredMATERETSKY 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. · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MATERETSKY FINANCIAL GROUP, INC.

MATERETSKY FINANCIAL GROUP

May 2018 – Feb 2024

BOYNTON BEACH, FL

ROYAL ALLIANCE ASSOCIATES, INC.

Oct 2016 – Jun 2018

SYOSSET, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · October 28, 2016

Years registered · 9

Disclosure History

2017Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

MATERETSKY FINANCIAL GROUP, INC.

CRD 292353 · SEC 801-112829

AUM

$524M

Regulatory assets under management

Employees

1,920 client accounts

Services offered by MATERETSKY FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MATERETSKY FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Howard Materetsky offer?

Howard Materetsky specializes in Financial Planning, Investment Management, Fee-Only Advisory.

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, last registered with MATERETSKY FINANCIAL GROUP, INC..

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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