Unclaimed Profile

Alfred Francis Matarazzo

MAIN LINE RETIREMENT ADVISORS, LLC·WHITEFISH, Montana

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65Clean record27 years registeredMAIN LINE RETIREMENT ADVISORS, LLC

2 O'BRIEN AVE, WHITEFISH, MT 59937CRD# 2232383Firm CRD# 284780

Profile Verification

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

Identity

Alfred Francis Matarazzo · WHITEFISH, MT

Registration

CRD #2232383 · MAIN LINE RETIREMENT ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

MAIN LINE RETIREMENT ADVISORS, LLC

Sep 2016 – present

FSC SECURITIES CORPORATION

May 2018 – Aug 2018

MALVERN, PA

CSENGE ADVISORY GROUP, LLC

Sep 2016 – Jul 2019

Pottstown, PA

FSC SECURITIES CORPORATION

Nov 2009 – Dec 2014

MALVERN, PA

MAIN LINE FINANCIAL ADVISORS, LLC.

Sep 1998 – Dec 2018

MALVERN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · September 21, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAIN LINE RETIREMENT ADVISORS, LLC

CRD 284780 · SEC 801-108390

AUM

$357M

Regulatory assets under management

Employees

531 client accounts

Services offered by MAIN LINE RETIREMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MAIN LINE RETIREMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Alfred Francis Matarazzo offer?

Alfred Francis Matarazzo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHITEFISH, Montana for a consultation.

What are Alfred Francis Matarazzo's credentials?

Alfred Francis Matarazzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alfred Francis Matarazzo located?

Alfred Francis Matarazzo is based in WHITEFISH, Montana, working with MAIN LINE RETIREMENT ADVISORS, LLC. Their office serves clients in the WHITEFISH metropolitan area and surrounding communities.

How does Alfred Francis Matarazzo charge for services?

Alfred Francis Matarazzo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAIN LINE RETIREMENT ADVISORS, LLC?

MAIN LINE RETIREMENT ADVISORS, LLC has approximately 3 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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