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Alfred Francis Matarazzo

MAIN LINE RETIREMENT ADVISORS, LLC·WHITEFISH, Montana
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2 O'BRIEN AVE, WHITEFISH, MT 59937CRD# 2232383Firm CRD# 284780
01

About

Alfred Francis Matarazzo is a registered financial advisor based in WHITEFISH, Montana, affiliated with MAIN LINE RETIREMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MAIN LINE RETIREMENT ADVISORS, LLC
MAIN LINE RETIREMENT ADVISORS, LLC
AUM
$357M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MAIN LINE RETIREMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2232383
Firm CRD# 284780
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Lisa Ann Stack — STACK FINANCIAL MANAGEMENT INCCatherine Marie Hetrick — STACK FINANCIAL MANAGEMENT INCNancy Denise Falkner — STACK FINANCIAL MANAGEMENT INCZachary Taylor Matarazzo — MAIN LINE RETIREMENT ADVISORS, LLCJames Bryan Stack — STACK FINANCIAL MANAGEMENT INC
Nearby cities in Montana
BILLINGS (43)GREAT FALLS (40)BOZEMAN (21)MISSOULA (17)HELENA (5)
City Guides
BILLINGS GuideGREAT FALLS GuideBOZEMAN GuideMISSOULA GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
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